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Corporate Insight opened accounts at the top 13 platforms to perform a behind-the-scenes examination of how they operate and handle clients.
April 19 -
CEO Jon Stein bemoaned the rule's 60-day delay and mulled what would happen if it was repealed entirely.
April 10 -
Access to banking information ensures advisors can perform holistic planning, fintech firms say.
April 5 -
Betterment's co-founder announces he is stepping down, while Wealthfront's ex-CEO joins the board at Acorns.
April 4 -
The wirehouse outlines its competitive digital offer, but it's a defensive play, analysts suggest.
March 29 -
As the major players gravitate to the hybrid model, will price cutting take hold in digital wealth management?
March 15 -
The two firms will offer a “seamless and efficient” solution between compensation and retirement fund allocations.
March 10 -
AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.
February 16 -
Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.
February 6 -
Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31