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The offering would mirror a similar move by Charles Schwab to offer clients a new pricing plan for its robo service.
July 16 -
The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.
July 16 -
With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.
July 16 -
Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.
July 16 -
More than one-third of the $1 billion new assets on the digital advice platform are from new clients.
July 16 -
The advice industry’s current structure is “dumb” and in need of fixing, according to Betterment CEO Jon Stein.
July 16 -
Just like in the early robo days, sustainability is a real concern for digital platforms.
June 19 -
The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.
June 19 -
Technology has created efficiencies for RIAs. It’s also a danger, says the firm’s COO.
May 22 -
Some advisors think they’re stuck with legacy systems. They’re not, says the firms’ managing partner.
May 15 -
The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.
May 8 -
Without advisor buy-in, scale can't be achieved, the tech executive says.
May 1 -
Wealth management technology is starting to reach a certain maturation level, says the firm’s head of emerging technology.
April 24 -
The Betterment chief dishes on why flat fees may just be a “thing of the moment.”
April 17 -
The Swiss bank’s managing director says the wealth management industry is ignoring what matters most — the client experience.
April 10 -
It’s not the traditional client base of the aging baby boomer anymore, says the firm's head of technology.
April 3 - How much do RIAs really need to pay for tech? Q&A with In|Vest speaker Aaron Schaben of Carson Group
Investing in technology is an ongoing expense.
March 27 -
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