Sometimes, the best answer to a question is an honest to goodness "I don't know." And if your question is focused on how exactly the metaverse may one day reshape wealth management, expect even the best and brightest in the industry to respond with collective shrugging.
So if no one really knows, then why bother asking? Well, because countless industry analysts have the immersive experiences and connected virtual worlds that are made possible by the metaverse becoming an industry that will rake in billions or trillions over the next few years.
With so many smart folks convinced the idea that's unfairly tethered to headsets, video games and Mark Zuckerberg will blossom from an awkward, low-polygon calf into a cash cow, Financial Planning's latest wealthtech cover story searches for the big idea that may help the wealth management metaverse go from undesirable to undeniable.
Check out the full story, and a few glimpses of how big names like Fidelity, JPMorgan and TD Bank are tackling the budding tech, only at Financial Planning.
Also new this week, Financial Planning is in the home stretch of planning its annual INVEST conference!. To get advisors prepared for this year's two-day event in New York City, I caught up with INVEST 2023 advisory council member and financial advisor Samuel Deane about the power he tapped into when he decided to build his niche advisory practice from the ground up, and how wealthtech has made that pursuit possible.
Deane is one of the many wealth management veterans, innovators and leaders who will share their experience with tech-minded advisors at Financial Planning's 2023 INVEST conference, scheduled for June 12-13 at Hilton Midtown in New York City.
Anything else on your mind? Drop me a line at justin.mack@arizent.com. Have a great rest of the week!
Regards,
Justin |  | Justin Mack
Reporter, Financial Planning
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| By Justin L. Mack 18 min read | No one knows how advisory firms should best leverage budding metaverse technology. And experts say if someone suggests otherwise, their confidence is likely virtual. Read story → |
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| | | By Justin L. Mack 6 min read | This year's conference features sessions centered around improving the client experience, future proofing your business and understanding the regulatory environment. Read story → |
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| | | By Justin L. Mack 5 min read | Firm leaders say they want SYSTM to become the preferred wealthtech platform for ultrahigh net worth advisors. Read story → |
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| | | By Justin L. Mack | Plus, Savvy Wealth launches a direct indexing tool, AssetMark adds experience to its roster and Asset-Map teams up with Morningstar. Read story → |
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| | | Money is on everyone's mind these days, particularly since inflation started to sky-rocket in 2021. Many Americans are experiencing a cost of living crisis as gas and grocery prices rise, and wages fail to keep momentum. Read more. Read story → |
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