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Two brothers are behind Webo, which is designed to be a robo that emulates WordPress -- free for any advisor to use and simple to customize.
June 16
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Wealthfront CEO Adam Nash says Silicon Valley optimism will help reimagine and redefine financial services.
June 16
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At SourceMedia's Digital Banking Summit, numerous bankers spoke passionately about the need for financial institutions to create intuitive digital-money experiences.
June 16 -
The robo wave is forcing flesh and blood advisors to improve their digital presence and that has fintech companies like Oranj rushing to fill the void.
June 15 -
Still a work in progress, the product will be less "robo" and more expensive than some of its competitors' offerings.
June 11
Technology Tools for Today -
Pershing will give advisors digital tools; Capitol One gets in the game with a hybrid robo plan.
June 10
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The advisor business has evolved to meet industry innovations and will continue to do so, even with the advance of automated investment advisories.
June 10
Mark Elzweig Co. -
Children still like paper statements, but Mom and Dad's reliance on plastic has meant less loose change ending up in the piggy bank. Mobile banking is hot, but peer-to-peer payments are off to a bit of a slow start.
June 9 -
As robo advisor firms rush to offer customers rock bottom fees, some fintech players say this business model is unsustainable unless companies scale up, acquire massive AUM or offer premium features.
June 8 -
Advisors should work with robos, not against them, industry leaders say. Pershing announced at its annual conference that it is joining the list of established financial firms adding digital tools and services.
June 5
