Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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CEO Jon Stein bemoaned the rule's 60-day delay and mulled what would happen if it was repealed entirely.
April 10 -
Access to banking information ensures advisors can perform holistic planning, fintech firms say.
April 5 -
Betterment's co-founder announces he is stepping down, while Wealthfront's ex-CEO joins the board at Acorns.
April 4 -
The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.
March 29 -
As the major players gravitate to the hybrid model, will price cutting take hold in digital wealth management?
March 15 -
Drew Sievers says the adviser tech firm is ready to cover lost ground in the market and compete.
March 8 -
The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.
March 8 -
Using digital tools to gather financials earned planners an average $2,000 in additional revenues per client, according to a survey.
February 22 -
Finhabits is billed as the industry's first bilingual digital platform.
February 15 -
With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.
February 15
