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After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.
February 7 -
The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.
February 6 -
From emerging technologies to new regulatory scrutiny, Aite Group analysts expect to see many firms redefine their business models in 2018.
February 2 -
You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.
February 2 -
Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.
January 10 -
The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
January 4 -
The Silicon Valley-based digital advisor is taking pages from the playbook of traditional wealth management firms.
November 2 -
Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.
October 30 -
Financial planners need to embrace robo advising technology to "live long and prosper."
October 24Mercer Advisors