ETF provider WisdomTree is selling its stake in the the technology provider for advisors, which will now operate as a subsidiary of Franklin Templeton but keep its branding, offerings and pricing intact.
Providers within and outside the advisory industry provide data of how the remote work environment has shifted client outreach and the greatest threats it faces.
The former UBS advisor on how the benefits of a fiduciary obligation to clients, as opposed to corporate shareholders, is made even clearer during times of crisis.
