News articles

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

  13 September 2021

  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

  19 July 2021

  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

  20 September 2020

  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…