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Advisors might be gradually moving away from just being investment managers and toward offering more holistic advice to clients. However, they are failing to discuss topics that are important to high-net-worth clients, according to the recent U.S. Trust's "2018 Insights on Wealth and Worth" study. ...
Everplans Launches SAD Feature
Digital personal archival service Everplans has implemented one of its most-requested upgrades, "Sharing After Death," or SAD. The new feature allows users to designate certain sections of the plan to be shared only on Everplans receiving a notification of death. ...
New Robo Investment Firm Launches
Robo firm Emperor Investments launched this week, targeting U.S. retail clients, specifically so-called high-earners-not-rich-yet, who want to invest in equities over ETFs. The Toronto-based robo, founded by University of Guelph economics professor, Dr. Francis Tapon, and his former student, Brenna Casserly, charges a 60-basis-point annual fee and has a $500 minimum to open an account. ... |
