Clients Want an Increasingly Digital Experience When wealth transfers from one generation to the next, historical data shows that 90% of heirs change their financial advisor. Why does this matter?

Digital wealth managers, also called robo-advisors, came into existence after the financial crisis in 2008, when fintechs aimed to simplify and democratize wealth management services.

TROY, Mich.: 21 Nov. 2023 — It’s not just Millennials and Gen Z with do-it-yourself brokerage accounts driving the trend toward increased use of digital wealth management tools; the digital channel ...

Wealth managers also need to up their technology game to keep up with clients’ growing appetite for cryptocurrencies and other emerging digital assets such as alternative investments.Two-thirds ...

Clockwise from left, Sonali Chatterji of Thoughtworks, Kelli Keough of J.P. Morgan Wealth Management, Jessica Schnepf of M1 Finance and Ed Robinson of Stash spoke in a panel on Nov. 15 at ...

In The Digital Age, A Wealth Manager's Best Sales Tool Is Being Human. ByMichael Spellacy, Former Contributor. Forbes contributors publish independent expert analyses and insights.

For individuals in all wealth segments, the digital transformation revolution is underway, and it’s more accessible than ever. This article is from an unpaid external contributor.

And for some countries, according to the report, more than 50% of those surveyed said digital applications, channels, tools, and platforms were key to their selection of wealth manager.

DALLAS, TX, Nov. 14, 2024 (GLOBE NEWSWIRE) -- Digital Wealth Partners, a registered investment advisor specializing in digital assets, is excited to announce the launch of its new hedge fund ...