The leading information resource dedicated to serving professionals and entrepreneurs in digital wealth management.
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The standard practice of beta testing in the software industry clashes hard against banking culture, says one PFM software development veteran, where executives fear that a wonky app could mean customer attrition.
March 23
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The "freemium" model that transformed Rovio from a game developer into a $200 million entertainment company is what firms like FutureAdvisor are relying on to disrupt the traditional fee-driven model of wealth management.
March 23
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CEO Jon Stein remembers when nobody listened to his message that automated investing was going to catch on with investors. He's not hurting for money anymore -- and he wants to take your business.
March 23
