Sean Allocca is a former associate editor of Financial Planning.
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The firm wants to rid advisors, and their clients, of traditional paper checks.
January 22 -
The RIA aggregator inked another big-figure deal after netting more than two dozen firms last year.
January 18 -
The software is powered by analytics previously available only to larger institutions.
January 17 -
M&A deals have picked up pace as tech firms bring more complex products to market.
January 11 -
Advisors reported significant growth in assets under management and expect more of the same in the coming months.
January 10 -
The popularity of mobile-first investment apps will help automated advice mature, researchers predict.
January 10 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
The deal marks the largest acquisition for the firm year to date.
December 22 -
Future disruptive technologies might stem from deeper thinking about what motivates clients to invest.
December 20 -
Advisors are jumping to firms with established infrastructure.
December 19
