The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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Advice from DoubleLine founder and CEO for competing with the ever-evolving robo landscape? “Work hard.”
June 26
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Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.
June 21
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Planners using the latest digital tools report higher AUM than their colleagues, Fidelity says.
June 21
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The manager allegedly led a $33 million funding round for Scalable alongside the startup’s two existing venture capital investors.
June 20
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RIAs using digital platforms will face scrutiny about disclosure and client communications.
June 14
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Automate mundane tasks to concentrate on the personalized service that a client values the most, industry experts say.
June 12
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Vault and Retiremap are launching products this week that are designed to help people stash cash where they can.
June 9
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The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.
June 8
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Everyone wants technology to streamline processes, but clients' complex problems create hurdles to achieving that goal.
June 7
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In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.
June 7
