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But the new rules may be a boon for some fintech firms.
June 12
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The barriers for firms to enter into multiple financial services has dropped significantly and digital advisory firms are taking advantage.
June 12
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The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.
June 12
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The new open architecture platform will minimize the “swivel chair experience” for advisors.
June 11
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It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.
June 5
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Finding the right mix of tools can be daunting, says the firm’s director of financial planning.
June 5
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The mobile technology came in last in a new J.D. Power survey.
June 5
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The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.
June 4
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The robo strikes a deal to offer direct deposit service and debit cards.
June 3
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The world’s largest asset manager and robo advisory platform may soon have competition at the top.
May 29
