An ecosystem is emerging whose ultimate goal is to increase advisers' wallet share by enabling them to unify a client's entire financial world onto a single platform. Executives from the largest custodians offered Michael Kitces the opportunity to debate his ideas for restructuring custody fees. Kitces took to Twitter to accept the challenge.
Financial advisers are looking for technology that helps them provide digital experiences for clients that facilitate their discussions with clients, says Michael Raneri of fintech platform AssetMark. A report from the Urban Institute found Social Security cuts, tax increases, longer working years and higher savings levels are needed to keep retirees from funding crises in the coming years.
Financial advisers are looking for technology that helps them provide digital experiences for clients that facilitate their discussions with clients, says Michael Raneri of fintech platform AssetMark. A report from the Urban Institute found Social Security cuts, tax increases, longer working years and higher savings levels are needed to keep retirees from funding crises in the coming years.
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