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Developed first for consumers, Abby Schneiderman's Everplans offers an app for advisors seeking digital estate planning capabilities.September 8 -
Salesforce launched a new platform to help advisors work more efficiently as the cloud computing giant pushes forward with ambitious plans to alter the RIA tech space.August 25
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Last year, real estate crowdfunding worldwide crossed the $1 billion mark. That amount is expected to rise by 150% this year to $2.57 billion.July 6
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Schwab must convince the 7,000 advisors who custody with the firm that its new Institutional Intelligent Portfolios automated investment management service is worth implementing.June 24
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The robo wave is forcing flesh and blood advisors to improve their digital presence and that has fintech companies like Oranj rushing to fill the void.June 15
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Banks that dont offer a compelling mobile experience run the risk of losing customers to a crop of mobile-first startups offering low fees, broad ATM networks and a wide array of advanced features.June 3
