Altruist founder and CEO Jason Wenk, vowing to take on the incumbent custodians, landed an eye-popping $50 million in a Series B round of funding and added Vanguard as an investor. But the sales pitch has shifted, observers say.
As wealth management firms prepare to return to a new normal, the real winners will be those who make best respond to the challenges and lessons learned from the past year.
Todd Rosenbluth talks about the changing landscape of ETF products, where he expects to see innovation and growth in the space, and why ESG and thematics are here to stay.
Customer onboarding processes continue to present meaningful challenges for advisors. Join this webinar on May 26th as industry specialists from RBC, Salesforce, MuleSoft and Deloitte Digital discuss practical insights on how to digitize and simplify the onboarding process.
