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Much of the industry animus toward robo advisors, writes veteran fintech analyst Davis Janowski, is rooted in frustration, envy, and fear.
April 25
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One fintech is offering a new technology to allow clients to record and send video requests directly to their planner rather than wait on hold for a human response or interact with a robot.
April 25 -
The products have grown in popularity after undergoing significant changes in recent years.
April 25 -
While seniors are often encouraged to lead an active lifestyle in retirement, too much activity may do more harm than good, according to one professor.
April 24 -
New legal analysis suggests that the rules would add "teeth" to broker-dealer regulation.
April 24 -
The firm lost 94 existing advisors, but recruited 79 new ones in the first quarter. Here are six of its new additions.
April 24 -
The firm’s headcount declined slightly in the quarter, but advisors’ productivity remains strong and growing.
April 24 -
Our annual analysis of starting payouts for wirehouse, regional and national brokerage firms.
April 24 -
Tulsa Federal Credit Union’s sole advisor, who joined from Merrill Lynch, is already months ahead of schedule.
April 24 -
The fresh funding demonstrates the support behind the concept of simple apps that help consumers save and invest.
April 24














