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Jane Gladstone, new president of Promontory Interfinancial Network, says the recession will accelerate the shakeout among the nonbank disruptors and that small banks have an opportunity to forge new bonds with the survivors.
July 6
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Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.
July 2
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The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.
June 29
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The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.
June 27
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Instead of “disrupting” finance, Cerulli research suggests all-in-one financial hubs may be the way forward.
June 25
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Companies that connect advisors and carriers are seeing a surge in use.
June 17
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The deals come as millions of baby boomers enter retirement.
June 15
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Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
June 12
Financial Planning -
Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.
June 10
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The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.
June 9
