OCTOBER 11, 2021

HIGH NET WORTH

Financial Advisor Tips from Comedians in Cars Getting Coffee

John Capuano

Slowly, advisors are beginning to understand that shorter, online, on-demand video makes sense. It’s about time.

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TECHNOLOGY

Advyzon Adds Integration For Managing Held Away Assets

Samuel Steinberger

Advyzon has been on a development spree of late. It's now added an integration with FeeX for managing held away assets.

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WEALTHIES CIRCLE PODCAST

Heather Kelly on How the Pandemic Changed Wealth Management

In partnership with Allianz Life Financial Services

Allianz Life's Heather Kelly discusses the Conversations That Matter project, client and advisor relationships and communications, how the pandemic and technology has changed how advisors work, and the language that best resonates with clients during turbulent times.

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WEALTHIES CIRCLE PODCAST

Andrew Shardt on Building A Wider Door to Private Markets

David Armstrong

Hamilton Lane's Andrew Shardt discusses the benefits of private markets for advisors in terms of diversification and more opportunities for returns.

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ALTERNATIVE INVESTMENTS

U.S. CEO of Crypto-Focused Broker Has Regulation on Her Mind

Sophie Alexander

Currently, eToro offers U.S. investors only cryptocurrency products, but it plans to add equities by year-end.

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