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The founder of Edelman Financial Services says his critiques of automated advice have been proven right, and that the merger with Financial Engines sets his firm to reach new industry heights.
September 12 -
Wealth management will soon have to measure up to the needs of its customers, rather than requiring customers to suit the needs of the industry.
September 11MyVest -
Startups are applying AI and big data to determine how advisory clients make investment decisions in real time.
September 11 -
In the near future, an adviser's role will partly be providing help desk support to clients, says Uday Singh, a partner with A.T. Kearney, at SourceMedia's In|Vest conference.
August 3 -
Hedgeable plans to offer P2P lending investments, claiming it will be the first digital wealth manager to do so.
July 27 -
"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.
July 21 -
The digital platform added $1.6 billion from the first quarter.
July 18 -
The first independent robo to reach the milestone.
July 14 -
Morningstar’s head of behavioral science, Stephen Wendel, discusses the frontiers that tech is opening for advisers at SourceMedia's In|Vest conference.
July 13 -
A firm's approach will have "a material impact on an adviser's service delivery, technology spend, business model and, last but not least, brand," an analyst says.
July 13