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Contrary to what many fintech companies will say, you can’t scale advice and planning with technology. But advisors can make the process more efficient, argues Michael Kitces.
Although prices are currently down, volatility is high and uncertainty prevails, the fundamental purpose of the digital asset ecosystem remains firmly grounded.
Pathstone, with $35 billion in assets, becomes one of the first RIAs to buy a direct indexing platform; it plans to continue licensing the technology to other advisory firms.