Wealth Management industry news covering the financial markets, trends and wealth professionals.
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CEO Dan Arnold outlined four initiatives the firm plans to fund, while also predicting that the pandemic will accelerate the demand for financial advice in the future.
Gone are the days of deciding whether financial planning should be offered, said executives. Today, the decision worth considering is how to charge for it.
Gen Next Wealth Founder Emlen Miles-Mattingly details why and how his firm is moving away from assets under management and toward a monthly subscription model.
COVID-19 has caused some advisors to doubt the benefits of outsourcing investment management to third-party models, according to data collected by market research firm Ycharts.
