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The firm’s 20-basis-point take will drop, says CEO Walt Bettinger.
September 28 -
The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.
September 13 -
The top independents all state going public is a goal, but there are doubts about broad market support.
August 23 -
Personal Advisor Services closes in on the $100 billion AUM mark.
August 9 -
Demand from millennials has helped the strategy become an $8 trillion category.
July 19 -
The app allows users, many of them first-time investors, to get started for as little as $5.
July 14 -
The manager allegedly led a $33 million funding round for Scalable alongside the startup’s two existing venture capital investors.
June 20 -
The new offering is intended to offer passive index and ETFs that track markets as well as active.
June 6 -
"This space is getting more diverse, and change is coming from all directions," says Alois Pirker, research director for Aite Group's Wealth Management practice.
May 17 -
Bill Harris, head of the hybrid advice platform since its launch, will remain chairman.
April 25 -
Wealthfront is the first of the tech-powered financial advisers to offer securities-based lending. It will compete with the likes of Wells Fargo and Morgan Stanley.
April 19 -
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 -
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 robo adviser says a new free service for clients is attracting interest beyond Silicon Valley.
January 18 -
Advisers aren't being eliminated. But they should understand the trends transforming the industry.
December 21
Jefferson National -
From regulators to technology providers to CEOs, these are the players who will remake wealth management in 2017.
December 14 -
The legal heads of both firms challenge arguments made against the ability of robo advisers to serve their clients.
November 15 -
Digital platforms have to overcome two key challenges to ensure they survive, according to the CEO of Orion Advisor Services.
November 9


















