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Funding for wealthtech is also picking up, with firms attracting $1.5 billion across 62 deals in the third quarter.
November 10
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From the fate of Veo One to account openings, here’s what Schwab’s leaders had to say.
November 3
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Necessity, and a connection to holistic advice, has been the mother of new revenue streams, new clients and new offerings.
October 28
InvestCloud -
The firm will use its warchest to expand its technology stack and make acquisitions.
October 27
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The nation’s largest IBD made its first tech deal this year for a firm that has $120 billion in assets on its platform.
October 27
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Refinitv’s Workspace will power the wirehouse’s investment research and risk assessment capabilities.
October 23
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Although in-person hearings aren’t banned outright, none have taken place since the onset of the coronavirus pandemic.
October 23
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"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”
October 21
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New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.
October 19
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The fintech plans to build out cash, checking, insurance and mortgage products.
October 16
