06/18/2021
While robo-advisers' client base remains very different from IFAs' own, Sam Turner, senior consultant at Altus Consulting, said the takeover spoke to a change in advice expectations.
06/15/2021
Well, someday, we’ll be talking about the current state of WealthTech – and of wealth management in general – the same way we now remember those early portable computers.
06/11/2021
The results highlight a new generational divide in wealth creation from crypto, with younger investors able to earn vast fortunes from the surge in the prices of bitcoin, ether and other digital currencies.
06/10/2021
The pandemic is turbocharging change in people’s financial needs and expectations, writes Keith Grose, Head of International at Plaid.