Marstone, a white-label digital advice platform, said it’s now offering its turnkey asset management platform to community banks. Marstone announced that the Bank of Oak Ridge, which has multiple locations in North Carolina, will use its platform in combination with the services of Detalus Advisors. Other community banks could use the platform with Marstone’s own registered investment adviser.
With the addition of Marstone’s platform, customers of the Bank of Oak Ridge can access digital wealth management services via the bank’s website.
Marstone said its offering allows any community bank to provide digital wealth management services to clients in less than a month.
“Marstone offers a complete digital wealth management platform and financial health and wellness tool kit that enables community banks to meet their clients’ needs at a fraction of the time — and cost — that it would take to create a comparable solution in-house,” Margaret J. Hartigan, co-founder and CEO of Marstone, said in a statement.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
