Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Using direct indexing, advisors can build cheap, customizable portfolios for clients based on indexes or model portfolios, using fractional shares of stocks, automatically rebalanced, with lower transaction costs.
Wealth management platform assets to nearly double in four years, diversification is critical to investing in cryptocurrencies and OranjMAX adds asset managers.
Ameriprise study finds age is just a number, Citi names Natalia Murphy the Head of Trust and Wealth Planning for North America and SmartAsset launches SmartAdvisor matching program.
