Independent financial advisors could unlock significant new growth opportunities by focusing more on a frequently overlooked segment of the real estate space – Independent mortgage brokers
CogniCor builds digital assistants that are powered by artificial intelligence and provide users of wealth management firms’ digital platforms on-demand, easy-to-use operational support for everyday tasks that
Wealth management firms and their financial advisors are fundamentally rethinking how many plans and practices have traditionally been approached – And that could be a great thing for the industry.
The workforces for custodian, broker-dealer and asset manager firms during the past 15 months were geographically scattered. But there were strong bonds of connective tissue on multiple key themes
One of two spouses tells her financial advisor to immediately liquidate and transfer all joint investment assets to a bank account of her choice – And the advisor can’t confirm whether the husband is on board with this.
