The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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The term robo advisor is too broad to describe some of the new wave of digital wealth management companies, tech observers say.
June 4
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Banks that dont offer a compelling mobile experience run the risk of losing customers to a crop of mobile-first startups offering low fees, broad ATM networks and a wide array of advanced features.
June 3
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The human touch is still needed in the foreseeable future because advisors can approach complex situations with customized solutions, says one MIT professor.
June 1
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New digital tools are paving the way for advisors to create hybrid services that will increase both reach and profitability. See a few of the newer options.
May 28 -
Guide Financial, which counted among its advisors Esther Stearns, former head of Nestwise -- a now-shuttered LPL venture aimed at middle-class clients -- is the latest technology provider to be acquired.
May 28 -
Self-directed investors gave a thumbs up to Charles Schwab, Vanguard, Fidelity and T. Rowe Price in a satisfaction survey of investment firms by J.D. Power. Some firms didnt fare as well.
May 27
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With a strategy to directly target institutional investors, Trizic, a digital wealth management technology startup, has attracted $3 million in seed funding.
May 20 -
By acquiring fintech companies Upside and Finance Logix, financial advisor platform and service provider Envestnet is betting that the best wealth management model combines human advisor-client relationships with the latest technology.
May 12
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There is an opportunity for the industry to learn from technology and get better, said Merrill Lynch Wealth Management head John Thiel.
May 8
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Competitors from traditional and digital sectors of wealth management weighed in on the debate over industry disruption at the LinkedIn FinanceConnect conference in New York.
May 8
