New strategic partnership with The Retirement Advisor University will build an omnichannel platform designed to bring wealth management and financial planning to an increased number of retirement plan participants.
Industry consultant Tim Welsh and Tech Editor Davis Janowski debate the merits of digital assets, cryptocurrencies and the blockchain and whether they have a place in wealth management.
As cryptocurrencies came more into the mainstream for investors and advisors, wealthtech firms popped up to help them manage this unfamiliar territory.
Under SEC Chair Gary Gensler, regulators are striking a different tone than under former Chair Jay Clayton. But with further changes at the commission and DOL likely still to come, how will the industry respond?
