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Facial recognition software is more efficient and accurate than any questionnaire, says the IBD's chief executive, Robert Moore.
June 7
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The new offering is intended to offer passive index and ETFs that track markets as well as active.
June 6
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KeyCorp acquired the personal financial management tool for an undisclosed sum.
June 1
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"We're not going to proscribe any way for clients to access us," says Mark Jordahl, president of U.S. Bank's wealth management group.
May 31
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Executives think algorithmic assistants will be a better solution for wealthy clients than mere software allocating assets for the masses.
May 31
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Disruption of financial services is not a one-time event. Innovation is shaping everything from consumer behavior and advisers' needs to regulatory requirements.
May 31
Jefferson National -
Bank of America's soon-to-be-released virtual assistant, erica, is being trained to provide personal finance advice.
May 30
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The wirehouse and other firms aim to cultivate a new crop of tech-savvy FAs.
May 25
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Advizr has attracted more than 400 advisory firms and is close to a new round of funding.
May 24
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The robo advice firm says it already has a number of customers with more than $10 million each.
May 24
