The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”
October 30
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Female-founded startups receive less that 3% of all global funding, a report found.
October 25
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SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.
October 23
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The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.
October 21
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The RobustWealth and Wells Fargo acquisitions are boosting the firm’s technology and scale as firms of its type diverge on their approach to a changing industry.
October 21
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Technology tools are pitched as time savers, but that’s not how advisors are actually using them.
October 18
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Independent investment platforms are projected to lose market share to larger entrants, according to industry data.
October 16
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The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.
October 16
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The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.
October 9
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Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.
October 9
