The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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New software aimed at helping advisors is coming into the market. But businesses of all sizes have budgets. Here are some tips for effectively implementing tech in your practice.
July 21
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Digital-first firms gravitate toward a blogging website that has aired several heated industry debates, a markedly different approach from the cautious way traditional firms present themselves online.
July 21
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An online platform designed to inform advisors about millennials is one of several approaches by fund providers to help better understand the new generation of investors as well as protect their offerings.
July 20 -
Only 22% of affluent investors say they are familiar with what a robo advisor is, according to a new poll.
July 15 -
After announcing 11% growth in net income for the wirehouse's brokerage unit, Wells Fargo executives told analysts that they are thinking of launching a robo advisor.
July 14
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It's not where automated advice stands today, but what it will be five years from now that has industry observers paying attention. Here's what you need to know.
July 13
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Aaron Klein, CEO of Riskalyze, sounds off on the Wealthfront-Betterment dispute: This is a business built on credibility and trust. And you are consistently taking the little bit that you've earned and setting it on fire with these kinds of antics.
July 10
Riskalyze -
Adam Nashs pugilistic attitude has generated lots of industry buzz. But it remains to be seen whether his brash strategy will garner Wealthfront more clients.
July 10
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The super regional is keeping its focus on an advisor-centric model, says the firm's president Tash Elwyn.
July 8
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Wealthfront says the move was prompted by a surge of young investors who asked for a lower minimum and to pressure other robo advisors to get rid of fees on small accounts.
July 8
