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The latest in financial #AdvisorTech — April 2023
This month's highlights includes Altruist's purchase of Shareholders Service Group, BlackRock's closing of the retail arm of robo FutureAdvisor and Absolute Engagement's launch of an engagement tool.
Fintech Bytes: RBC selects Vestwell, Riskalyze partners with Opto
Plus, BetaNXT acquires Mediant Communications, Advisor360 hires a tech executive from Amazon Web Services, and InvestCloud innovates asset management distribution.
Crypto collapse sheds new light on loyalty to digital assets
Without saying 'I told you so,' advisers are reminding their clients that investing in crypto will be stomach churning.
Sudden market volatility has advisers preaching calm to newer investors
As the next generation of investors comes on board, advisers are repeating the age-old mantra about not panicking in response to market swings.
Ritholtz, WisdomTree launch crypto index separate account
Riding the direct indexing wave, the WisdomTree Crypto Index is designed for advisers but could also offer direct access for retail investors.
Breathing new life into old-school 60/40 models
As more advisers and pundits lean toward heavier allocations to stocks over bonds, there are still ways and reasons to benefit from fixed income.
