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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 -
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