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The software giant’s offer comes as many fintech companies are becoming established enough to go public.
By Julie VerhageFebruary 24 -
54% of mutual funds underperformed their benchmarks since the election, researchers find.
By Julie VerhageNovember 28 -
Drivers in Seattle, Boston, Chicago, and New Jersey will be offered IRAs first, with plans to expand to other cities later this year.
August 24 -
The first independent robo to reach the milestone.
July 14 -
Wealth management firms need to acquire their own robo platforms because digital startups represent a real threat with "a long runway for growth," the analyst says.
By Julie VerhageJuly 13 -
Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.
April 4 -
Wealthy clients now face a bevy of headwinds that include succession and inheritance issues as well as higher taxes.
March 3 -
After a few years of reasonably calm markets and stable growth around the world, Citigroup says the chances of a global recession are already high and rising.
February 25 -
With an interest rate hike from the Federal Reserve now widely expected to take place next month, some of the air has been firmly kicked out of yield plays' tires.
November 20 -
While economists at Goldman may not expect the Fed to raise rates until December, the bank's equity strategists are preparing clients for the first hike in nearly a decade.
September 16