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The platform provider is pushing the concept hard, but early reviews are mixed.
May 17 -
By focusing on the relationship, RIAs can outdo automated investors — and charge accordingly, says CEO Joe Duran.
April 16 -
"We've been waiting for the finicky sellers and now they're here," says Echelon Partners CEO Dan Seivert.
March 7 -
The big questions firm owners should be asking in a booming M&A market.
March 4Fidelity Clearing & Custody Solutions -
The Broker Protocol, the new tax law and the fate of the bull market are expected to influence RIA deal-making in 2018.
January 21 -
Consolidators are doubling and tripling RIAs' five-year performance.
January 18 -
The popularity of mobile-first investment apps will help automated advice mature, researchers predict.
January 10 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
The deal marks the largest acquisition for the firm year to date.
December 22 -
The sale of an asset management firm gives Mariner a capital source to buy RIAs. Lots of them.
October 20