The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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Newday’s tools include content centered around clients’ issues of focus and, soon, a corn-based compostable debit card.
August 13
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FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.
August 7
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The duo have been active in the venture capital space since departing the social media giant.
August 7
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The next big institution is going after fintech, but there’s still a long road ahead.
August 5
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RIAs need to review fee flexibility, target markets, value and branding.
July 26
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ESG-focused Swell Investing wasn’t able to gain “necessary scale,” according to the firm.
July 26
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After almost a decade of competing for digital advice assets, new banking offers have the firms going toe-to-toe again.
July 23
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Top executive Chris Randazzo details how the firm intends to attract elite advisors and the clients they serve.
July 23![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/245e397/2147483647/strip/true/crop/3000x1688+0+22/resize/1280x720!/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)
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A new offering from the firm aims to allow retail clients the ability to check their portfolios or receive a quote on a security via voice command.
July 22
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The company’s behavioral science unit discovered website-related elements encourage employees to save more.
July 19
![“The hardest thing [at the wirehouses] was caring for the legacy systems, things that had been carried over for 30 or 40 years," says Christopher J. Randazzo, president of private wealth management at Rockefeller Capital Management.](https://arizent.brightspotcdn.com/dims4/default/de64810/2147483647/strip/true/crop/3000x1688+0+22/resize/1440x810!/format/webp/quality/90/?url=https%3A%2F%2Fsource-media-brightspot.s3.us-east-1.amazonaws.com%2F05%2Fb7%2F5d5ca43e4c8e8c683650cfcc60dd%2F85a0271.jpg)
