Bold Moves Into The Digital Wealth Management Frontier

Written by: Wealth Solutions Report

Arete And FusionIQ CEOs Discuss Their Partnership And Its Benefits For Financial Institutions And Retail Investors

Are you a platform or a wealth manager? Can you deliver the best of both worlds? As technology brings investing tools directly to consumers, traditional institutions – including credit unions and banks – are competing to become prime destinations for individual investors.

Sometimes, a platform that provides digital investing for all members can modernize a familiar, brick-and-mortar institution and support growth. Other times, digitally driven wealth managers undertake the heavy lifting for financial advisors with comprehensive offerings, and in partnership with solutions providers who are facilitating the digital evolution.

To learn how advisors can compete effectively with the direct-to-consumer digital wealth market and help clients achieve financial objectives, we reached out to Joshua D. Rogers, Founder and CEO of Arete Wealth, and Mark Healy, CEO of FusionIQ. With them, we delve into the transformative dynamics of Arete’s foray into bringing access to investments that were limited to institutional investors.

As partners, the two firms are bringing greater access through the integration of their digital wealth management platform into offerings of regional banks and credit unions. The convergence of expertise and innovation promises a paradigm shift in wealth management, heralding a new era of accessibility, sophistication and client-centricity.

Read the full story here.
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