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Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
June 12
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Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.
June 10
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The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.
June 9
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More than a quarter of the respondents hold Bitcoin, while 11% hold Ether, according to the asset manager.
June 9
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The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.
June 8
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Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
June 5
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The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
June 2
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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
May 31
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Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31
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The postponement comes as new accounts surge at competing digital advisors.
May 29
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The venture fund comes just months after UBS named ING's Ralph Hamers, an outspoken champion of digital banking as its next CEO.
May 26
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Sustainable investing offered more downside protection during the market downturn, according to recent data from Backend Benchmarking and research from asset managers.
May 26
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Once derided as fringe and unsustainable, advisors are finally accepting the business model.
May 21
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The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.
May 19
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The alternative investing platform will service a total of $55 billion in client assets across 650 funds once the deal for its rival fintech closes.
May 14
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Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.
May 14
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The wealthiest clients require teams of professionals leveraging the highest touch service with a global reach, Markus Lammer, COO of Credit Suisse’s UHNW business in the U.S., explains in an episode of Financial Planning’s Invest Podcast.
May 14
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Charles Schwab and other firms have swooped in to absorb the thematic investing company’s remains, even as the reasons for its demise are murky.
May 13
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New chief product officer Michael Korcuska’s resume includes Weight Watchers and LinkedIn instead of finance or technology.
May 11
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Financial advisors’ choices about capital infusions into their practices show “how this industry needs to evolve and mature,” Merchant Credit Partners Managing Partner Rick D'Amico says in an episode of Financial Planning’s Invest Podcast.
May 7
