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SigFig is partnering with Citizens Bank to launch an advice platform in its effort to become a direct competitor to legacy core systems providers.
October 30
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The speed at which clients can onboard has helped digital firms fuel an explosion of new discretionary accounts — often with less staff.
October 29
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The trading app's move to create its own clearing system signals broader goals.
October 24
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Startup entrepreneur sees an opportunity to simplify savings plans and financial giving for children, and hook their parents into wealth management in the process.
October 24
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Capping a flurry of new feature announcements, the Silicon Valley-based robo advisor unveiled a no-cost advice offering.
October 23
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Artificial intelligence is among three themes rapidly shaping development of advisor technology, said firms gathered at the T3 Enterprise conference.
October 23
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The partnership with Intuit allows clients to autofill information from TurboTax filings.
October 23
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The bank could be eyeing a move into digital wealth management.
October 22
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The launch adds to the trend of banks attempting to tap into their base of retail checking account customers as a way to create instant scale in low-cost wealth management.
October 18
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What's to stop financial planning from being shrunk entirely into a free app?
October 18
