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Executives say the race to zero in fund fees and improvements in data and analytics are among the top issues impacting asset management.
June 7 -
The robo strikes a deal to offer direct deposit service and debit cards.
June 3 -
Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.
May 28 -
The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.
February 14 -
The leading independent robos are offering new investment options to attract new assets.
December 21 -
Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.
December 21 -
The new strategy may reflect downward pressure around planning fees.
December 5 -
The partnership with Intuit allows clients to autofill information from TurboTax filings.
October 23 -
Feeding a constant flow of launches are predictions that digital-first advice firms will manage over $4 trillion in the next two years.
August 15 -
Wealthfront factors in linked investment and retirement accounts for those who want to take a lengthy sabbatical.
July 30