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The latest adviser fintech deal sees Oranj taking majority ownership in rebalancing software firm TradeWarrior.
April 19
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They handle the trading, rebalancing and overall management of portfolios — freeing advisers to face their clients. But not everyone wins, as Michael Kitces writes.
April 17
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Even though the rule has been delayed, the issues raised by it still need to be addressed by advisers, according to industry insiders.
April 12
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The digital advice firm said lowering minimums to $25,000 was a temporary move.
April 12
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Bots and machine learning are becoming increasingly common in financial services. But that is not the purist’s view of what AI represents.
April 12
Malauzai -
CEO Jon Stein bemoaned the rule's 60-day delay and mulled what would happen if it was repealed entirely.
April 10
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Alibaba's founder backs digital advice for China, where e-commerce giants already sell mutual funds.
April 7
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Access to banking information ensures advisors can perform holistic planning, fintech firms say.
April 5
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To save time and money, the megabank is embracing machine learning-driven tools.
April 5
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Betterment's co-founder announces he is stepping down, while Wealthfront's ex-CEO joins the board at Acorns.
April 4
