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Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.
February 6
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The two major technology enhancements are set to benefit RIAs, says our tech columnist.
February 2
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Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.
February 1
Jefferson National -
Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31
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Planners will have control over the service, which will not be available directly to clients, according to the firm.
January 30
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The long-running feud between banks and fintech companies over screen scraping is morphing into a more nuanced and important conversation about how to exchange consumers' financial data securely and fairly.
January 27
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Firms seeking to adapt need to keep these four points in mind.
January 25
A.T. Kearney -
Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24
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A consortium of fintech companies have formed a new industry group to advocate for better data sharing via open APIs.
January 19 -
The robo adviser says a new free service for clients is attracting interest beyond Silicon Valley.
January 18
