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The robo advisor hopes transparency on employee demographics will encourage change.
August 19 -
While some planners are excited for the opportunity, others don't trust turning workplace retirement over to a robo.
August 18 -
The seven-year-old firm revealed daily average revenue trades of 4.31 million for the month, greater than any of its publicly traded rivals.
August 18 -
Of the 330,000 new accounts opened this year, about a third were for clients 35 or younger.
August 14 -
Do RIAs still have a clear advantage when it comes to modern planning software?
August 12 -
Daily average trades on the app in June were four times higher than on E-Trade.
August 10 -
Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6 -
The firm’s growth plans come as the industry experiences a new wave of consolidation among custodians and fintechs.
August 6 -
The firm is still determining which other pieces of technology it will retain after acquiring its rival.
August 5 -
The pandemic and work-from-home arrangements are probably spurring larger budgets.
August 5