Advisers who have built a name for themselves in the media are increasingly leveraging their brand and partnering with robo providers.
PersonaFi is in the early stages of disrupting personal finance. PersonaFi is not going to be focused just on the stock market.
FeeX technology allows advisors to manage clients' held-away retirement accounts, deepening their impact across clients' entire financial picture.
The pandemic has increased the occurrence of cyber-security issues. Tim Human outlines a recently settled SEC order relating to a pre-pandemic inciden
For instance, Gensler said, “a robo-advisor might steer us to higher-fee or more complex products, even if that isn’t in our best interest.”