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The WiseBanyan platform currently has $153 million in assets under management and 32,000 clients.
April 10
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BMO Wealth Management aims to modernize its investment service and give planners better equipment. Others offering automated advice solutions include UBS, Wells Fargo and JPMorgan.
April 9
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Updated calculators and a leaner interface are intended to raise awareness of “retirement readiness.”
April 9
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Bill Capuzzi has had a first-hand view of wealth management’s disruption. He details the key innovations winners will bring to the industry.
April 4
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The tax treatment of bitcoin and its ilk raises major questions.
April 3
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LifeYield makes it proprietary Taxficient Score available to individual advisors.
April 2
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The bank aims to have a total of 4,000 representatives by year-end in Merrill Edge, which now has 2.4 million accounts and $184.5 billion in assets.
March 29
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After the digital advice firm reportedly saw its valuation drop $200 million, industry executives ask if independent robo advisors are on borrowed time.
March 28
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The wirehouse hires will aid Advizr's focus on reaching smaller broker-dealers, says chief executive Hussain Zaidi.
March 28
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The digital advice firm acknowledges RIAs using its institutional platform "needed more control."
March 28
