Small players within the wealth management sector can now compete and challenge big firms, thanks to the launch of Wealthinity. Created to empower financial advisors, wealth managers and private banks, Wealthinity enables small to medium firms to offer customized investment solutions, service their clients faster and drive business growth, without any additional costs. Wealthinity is […]
Author Archives: T.R.
Open Hybrid Platforms – the Future of Financial Advice
How Advisors can prepare for the Age of Digitalization
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