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Clients expect their emails and texts to be responded to nearly instantly, says Earl Jefferson, founder of Texas-based advisory 7th Harvest Investments.
August 3
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Hedgeable plans to offer P2P lending investments, claiming it will be the first digital wealth manager to do so.
July 27
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Custodian entering crowded field; minimum initial balance will be $5,000.
July 27
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No financial solution can gain momentum without the collaboration of technology and human capital. But robos are only one small part of this equation.
July 27
Jefferson National -
"We are not going to have a separate robo adviser that would disintermediate our existing advisers," says CEO Paul Reilly.
July 21
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Executives say it's about more than just robos.
July 20
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Several big banks are getting into the business, mostly by forming partnerships with fintech companies. Smaller banks are expected to soon follow suit.
July 20
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With more than 15,000 advisers overseeing $1.4 trillion, the wirehouse would be one of the largest entrants into the digital advice space.
July 19
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The digital platform added $1.6 billion from the first quarter.
July 18
