The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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Fintech entrepreneurs with a common mission: to help planners, not disrupt them.
August 30
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Ellevest's newest round of funding defies industry expectations about digital advice's viability.
August 29
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The top independents all state going public is a goal, but there are doubts about broad market support.
August 23
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Let technology help your practice increase customer retention and find better prospects.
August 23
Emotomy -
Like many financial companies, the brokerage wants to go where customers are. Since that means communicating with them via a third-party platform, it is working through privacy and security issues.
August 22
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The technology underpinning Alexa can automate meetings, update clients and even deliver advice.
August 16
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Advicent's new CEO says enterprise clients are seeking advice on how to transition to a digital era.
August 16
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Quietly, Invesco's robo advisor has scored IBD and brokerage clients.
August 15
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Personal Advisor Services closes in on the $100 billion AUM mark.
August 9
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Some platforms are promoting their approaches to attract more sophisticated young investors.
August 9
