| By Ryan W. Neal | Overall customer satisfaction with wealth management apps is improving but still trails other financial services. Read story → |
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| | | By Ryan W. Neal 4 min read | Some worry the complex financial products are being pushed to investors who don’t fully understand the risks. Read story → |
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| | | By Ryan W. Neal 10 min read | Financial Planning asks the executive about the latest updates to the company’s software, how his company balances growth with serving small advisors, and returning to in-person conferences. Read story → |
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| | | By Matthew Monks and Gillian Tan 2 min read | The wealthtech provider could command a valuation of $8 billion to $10 billion. Read story → |
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| In this webinar, we discuss funds that offer buffers against market declines and how they work. Learn more → |
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| | Follow Financial Planning in real time. More ways to get the most trusted industry news and analysis. |
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| | | | | | | | | | | | | | | RESOURCES | | | WEB SEMINAR | | Monday, December 6, 2021 12:00 PM EST | Learn More → | SPONSORED BY FIREBLOCKS | | | WHITEPAPER | | | Rising security challenges include sophisticated synthetic identities and account takeovers. Download Now → | SPONSOR CONTENT FROM Power Objects HCL | | | WHITEPAPER | | | The home buying process has undergone significant changes. The pandemic has profoundly altered the mortgage lending market. The continuation of remote work, relocation out of key urban areas, a growing preference for online possibilities, and the deployment of artificial intelligence applications are only a few trends that are shaping the industry. Join Heidi Patalano, Editor-in-Chief of National Mortgage News and Beth O’Brien, Founder and CEO of CoreVest Finance as they discuss how lenders can stay competitive and meet the needs of home buyers in the fast evolving mortgage business. Download Now → | | | WEB SEMINAR | | Monday, December 6, 2021 1:00 PM EST | Is Bitcoin at a “tipping point” and could it one day be the currency of choice for trade? The future for digital currencies can be bright, but there are still risks involved. In this session join Yan Zhao, President of NYDIG as she explores: (1) the overall discussion of how Bitcoin is experiencing wider adoption in the traditional finance world, and why that is; (2) Recent partnerships in the financial sector and how they’ve helped evolve the space; and (3) how and why organization are embedding Bitcoin in various financial services products like lending, payroll, banking, and investing. Learn More → | More resources → |
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