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
The fund would provide exposure to companies involved in metaverse development
The collaboration provides clients who need basic estate planning an affordable, online option
Areas such as digital payments, and cryptocurrency and blockchain are increasingly making a mark
Financial planning is changing amid digitization
Most consumer respondents (78%) feared their personal data could be stolen from financial institutions
“Make no mistake about it, digital is here to stay,” says Pascal WealthTech's Howard Atkinson
Guidance from firms is appreciated by surveyed advisors
As the pandemic pushed insurers to adapt and grow, firms prioritized advisors’ needs