A few years ago, when the Covid-19 pandemic prevented most face-to-face meetings, connecting with your investment advisor virtually was the only option. You could either meet with them via video call ...

Zoom calls and screen sharing may feel like the norm for many financial advisors these days, but the rise of virtual advising is still a relatively new development in the world of wealth management.

Just a few years ago, I’d never have thought that an entirely virtual financial advisory firm could be possible, let alone beneficial. But the Covid-19 pandemic transformed our industry overnight, ...

WALTHAM, Mass.--(BUSINESS WIRE)--Commonwealth Financial Network ®, a national firm dedicated to providing financial advisors with holistic, integrated business solutions, announces its Virtual ...

In a world where everyone lives on their digital devices, offering virtual services has become not only the norm but an expectation, even in traditionally high-touch industries like financial services ...

Schwab Advisor Services has long had a team of consultants who work with many of its registered investment advisory firms on strategic planning, growth strategies, referrals and cybersecurity. Now the ...

In this special guest feature, Michele Pini, SVP of Technology at iGenius – the company powering virtual advisor – crystal, examines how a virtual advisor can basically function like another co-worker ...

[This article continues the Institute’s new interview series with virtual engagement leaders to examine and learn from their virtual event experiences. One upcoming event of particular interest is a ...