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Model portfolio marketplaces on fintech platforms were hyped as the next wave of innovation for indie advisors. But some asset managers say the money is just not showing up.
Everest Consolidator Acquisition, a new SPAC targeting the RIA and wealth management industry, seeks to raise $150 million through its initial public offering filed with the regulators this week.
The independent wealth management network is launching a new automated digital onboarding system, a Salesforce-based relationship management system, Advisor Business Hub and video marketing partnership.
In this inaugural episode of the WealthStack podcast, Mark Bruno and Joe Duran discuss how modern technology and current worldwide events have changed the way that advisors work.