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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

announcement

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

man using mobile phone

Financial planning is changing amid digitization

cybersecurity of network of connected devices and personal data security, concept on virtual interface with consultant in background

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

Young female hands tablet with red and blue charts analyze concept calculation

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

change

Guidance from firms is appreciated by surveyed advisors

hit the target

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