記事

• Demand for advice rises as not all investors go it alone

  2021/09/13

  Risk does play a role here,” says Awaad Aamir, wealth management analyst at Celent. “A lot of self-directed investors start off with all guns bl…

• Why financial institutions are gobbling up direct indexing technology

  2021/07/19

  Meanwhile, the rise of fractional share investing and zero-commission trading are making the strategy accessible to more than just ultra-wealthy…

• Wealth Enhancement Group Seeks to Compete With Top Aggregators Through Tech

  2020/09/20

  Minneapolis-based aggregator Wealth Enhancement Group has made two key hires that will focus on digital efforts at the firm. While the firms's r…