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Taking a page from robo advisors, firms must prioritize an intuitive technology experience for clients.
July 18
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Smaller RIAs want to follow Schwab’s lead. Will the model boost diversity and attract younger clients?
July 17
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The asset management and software giants plan to start the rollout of their 401(k) tool and app later this year.
July 17
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Firms should be looking to build out a “data lake,” says the firm’s CTO.
July 17
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Despite an environment of, “Hey, go figure it out,” there are ways advisors can properly prepare clients, In|Vest attendees are told.
July 17
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MyVest’s Anton Honikman shares secrets of a successful partnership.
July 17
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The offering would mirror a similar move by Charles Schwab to offer clients a new pricing plan for its robo service.
July 16
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The highest priorities are “ease of use” and speed, E-Trade’s CEO tells attendees at the In|Vest conference.
July 16
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With 7 million accounts and more than $400 billion in assets, Karl Roessner’s firm can be selective as it expands into wealth management.
July 16
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Lower costs are “pushing down what has been the economic model of our industry,” the Schwab EVP says at the In|Vest conference.
July 16
