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After a pilot program in September, RBC is now rolling out the new software to its entire workforce of 2,000 advisors.
February 17 -
The firm that traditionally only served the ultra-wealthy will now manage accounts as small as $1,000.
February 16 -
With its latest plans, the firm aims to become the world’s next financial super-app, akin to Chinese giants Alipay and WeChat Pay.
February 12 -
The robo's fastest growing business now offers custom model portfolios in a bid to attract more wealth managers.
February 11 -
Industry insiders discuss how they are using fintech to meet evolving client demands.
February 10 -
In the newly created position of vice president of digital solutions, Peter Clemson will oversee the creation of a unified platform for 11,000 advisors.
February 10 -
The lawsuit claims the no-fee brokerage preys on inexperienced and unsophisticated investors
February 9 -
This could be "could be much larger than we expect,” Zach Perret says.
February 3 -
The combined company will service $4 trillion in assets and is valued at $1 billion.
February 3 -
Though interest rates remain low, the partnership gives advisors specialized deposit accounts and lending opportunities tailored to wealthy clients.
February 1