The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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"We're offering the same if not better-quality products at a highly reduced fee," said Eileen Duff, head of distribution at iCapital Network.
September 14
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The industry is generally skeptical of automated advice platform growth projections, which PwC sets at $800 billion over the next five years.
September 13
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When measured against a standard of care for best interest advice, digital wealth managers fall short, attorney Melanie Fein argues.
September 13
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Executives say wealth management’s evolution means automation, lower salary expectations and niche practices.
September 13
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Life after work is much more complicated now than the industry assumes it to be, says former HelloWallet founder Matt Fellowes.
September 11
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These firms may actually be the worst positioned to capitalize on the robo trend, Michael Kitces writes.
September 6
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An offering that can grow with a client, Ally Invest's president says, will stand out in the digital advice field.
September 6
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The new offering has been rolled out to roughly half of the 2.65 million households the bank serves, with the remainder to come on board by the end of September.
September 6
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Fifth Third Bank tweaks microinvesting premise with software that rounds up debit card purchases to help pay back educational loans.
September 5
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As they contemplate AI and conversational computers, how do planners intend to stay ahead?
August 30
