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Keyword: Technology

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The firm is targeting high-net-worth investors willing to take a risk on an asset with growth potential


Living Wealth Media Inc. will develop new content programs for the firm's wealth management platform

  • By: IE Staff
  • December 15, 2021 December 15, 2021
  • 14:31
Advisors embracing technology section image

The fund would provide exposure to companies involved in metaverse development

  • By: IE Staff
  • November 16, 2021 November 16, 2021
  • 12:59

The collaboration provides clients who need basic estate planning an affordable, online option

Advisors embracing technology section image

Areas such as digital payments, and cryptocurrency and blockchain are increasingly making a mark

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Financial planning is changing amid digitization

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Most consumer respondents (78%) feared their personal data could be stolen from financial institutions

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“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson


Guidance from firms is appreciated by surveyed advisors

hit the target

As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs