The murky track record behind cryptocurrency has kept some skeptical, but both advisers and investors are showing growing interest in the asset class. The popular digital asset, Bitcoin, recent record-breaking rally has slowed, with prices set to finish this week just below $40,000, according to Bloomberg.
The asset manager will integrate Clarity AI’s data into the Aladdin tool as social and economic factors push investor appetite for ESG investing. Demand for sustainable investing accelerated last year with global investors in mutual funds and ETFs investing $326 billion in sustainable assets.
Walmart announced the launch of a new company designed to offer digitally enabled financial products to its customers and employees. Its 265 million weekly customers makes it an attractive distribution channel to expand investing to underserved investors.
The attack on Jan. 6 highlighted racial injustice, according to some advisers, as wealth management firms prepare to double-down on diversity efforts aimed toward building a more inclusive industry.
Clients are curious about the recent boom in cryptocurrencies, but volatile performance records are keeping some advisers on the sidelines
Starting a new job amid a pandemic, I’ve had to rethink how to thrive, virtually, with technology as my trusty tool to succeed
The wealth manager will become one of the last major institutions to offer digital advice with the launch slated for Q1
The demographic started investing to capitalize on this year’s market volatility, but financial advice did not fit their needs, according to new research
A confluence of environmental changes, like work from home orders, virtual events and an economic recession, have forced advisers to embrace tech tools in a matter of months
The free trading app has been applauded for democratizing the market but critics, and regulators, are starting to take a closer look
