The laying off of five top executives at Thrivent Advisor Network Wednesday has raised questions about the future of the four-year-old platform made up of 25 advisory businesses that combine for $5 ...

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 ...

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 ...

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, ...