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Soon after launching, personal finance celebrity Dave Ramsey's EveryDollar budgeting app skyrocketed into the Apple App Stores top 5 financial apps. But is it because the app is well-designed or because of his celebrity status?
By Dan ButcherApril 2 -
More acquisitions are expected in the digital wealth management space as firms look to quickly add tech platforms and services.
By Suleman DinMarch 25 -
During the planning process for a digital platform strategy, Fidelity says its partners and brokers asked why it couldn't just go buy eMoney Advisor instead.
By Dan ButcherMarch 25 -
Dream Forward Financial wants to take a bite out of the customer base of traditional plan providers like Fidelity by offering what it says is transparent and cheaper service.
By Dan ButcherMarch 24 -
Vanguard says assets in its Personal Advisor Services start up, still in the pilot phase with no paid advertising support, rose from $755 million in 2013 to $10.1 billion at the end of last year.
By Dan ButcherMarch 24 -
Only a third of advisors surveyed by IMCA feel safe enough to say that robos pose "no threat" to their business. A skills upgrade is one line of defense, the group advises.
By Dan ButcherMarch 24 -
The "freemium" model that transformed Rovio from a game developer into a $200 million entertainment company is what firms like FutureAdvisor are relying on to disrupt the traditional fee-driven model of wealth management.
By Dan ButcherMarch 23 -
CEO Jon Stein remembers when nobody listened to his message that automated investing was going to catch on with investors. He's not hurting for money anymore -- and he wants to take your business.
By Dan ButcherMarch 23 -
Pushing out its app on the same day as Apple's latest show is an example of Fidelity taking advantage of a first-mover branding opportunity.
By Dan ButcherMarch 9