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As the fiduciary rule pressures firms to develop products and platforms, they must realize I.T. has a seat at the table in the decision process, says Putnam Investment's new chief technology officer.
April 6 -
Massachusetts securities authority goes further than SEC or FINRA in its examination of automated advice.
April 1 -
Having good digital solutions can help advisors and clients deal with upcoming regulation, says a top Ladenburg Thalmann executive.
March 30 -
Voices: Advisors still relying on spreadsheets for basic planning run a very real risk of becoming obsolete in the near future.
March 30
Mariner Wealth Advisors -
A small group of existing customers will be the first to try out the mutual fund company's digital advice platform, Fidelity Go.
March 30
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With its new $700 million valuation, Betterment takes top ranking among digital advice providers.
March 29
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Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.
March 23
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Voices: The assumptions that robos can disrupt human advice or are even innovative technology should be questioned, argues Riskalyze CEO Aaron Klein.
March 23
Riskalyze -
Google is no longer the only option for learning whether a client will be a good fit.
March 18
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"Thoughtful" company man Edward O'Brien is permanent replacement for eMoney's outspoken founder Edmond Walters.
March 17
