“This gives us an opportunity to provide wealth management services to what may be around 1 million participants in 401(k) plans all over the country,” Mallouk says.
Unlike sector-focused ETFs, thematic ETFs can provide a more targeted approach to long-term investment trends such as blockchain, electric vehicles and infrastructure development.
Asset-Map's Adam Holt discusses how automation has entered the financial planning industry and the influence of technology for current and future financial advisors.
Thrivent's Carolyn Armitage details how Thrivent provides financial advisors with a partner that they can outsource as much or as little as they need or want.
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