The Big Picture

FEBRUARY 21, 2023

If you looked at our ETF assets, at that time, less than half of them actually would have been considered lowest cost in the industry. And we had prioritized all our strategic plans, we had to figure out how to get them done while people were remote. And we gave back $125 billion in assets, which most people think is crazy.

Clients 279

Clients Retirement Investing Investments 279

Trade Brains

AUGUST 25, 2024

As more people explore options beyond traditional assets, such as Forex, stocks, and gold, cryptocurrency has become a popular choice. With the user penetration rate of cryptocurrency expected to rise from 18.78% in 2024 to 22.20% by 2028*, it’s clear that many are eager to dive into this exciting field.

Risk Tolerance 59

Risk Tolerance Accounting Assets Portfolio 59

WiserAdvisor

APRIL 4, 2025

According to Deloitte, these tools are expected to be the primary source of advice for retail investors by 2027, with their adoption reaching nearly 80% by 2028. Provides simplified, quick and efficient solutions AI-managed assets are projected to reach nearly $6 trillion by 2027. It also directly impacts estate planning.

Wealth Management 40

Wealth Management Management Financial Advisor Financial Planning 40