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The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.
February 6
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The glitches represent a setback for a niche of the financial market industry that has been booming of late.
February 5
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You were thinking about the wrong online retailer and the wrong rich tech entrepreneur crashing wealth management.
February 2
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Another blockbuster announcement from the online retail giant stirs more debate about its future plans for the financial industry.
January 31
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Younger employees could be too confident in the abilities of automated retirement investment tools, study finds.
January 31
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Parker’s candid responses to Financial Planning’s rapid-fire queries on new digital tools, sexual harassment, Social Security planning, deal-making, how (not) to talk to clients about the stock market run-up and more.
January 29
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Technology will bring down price. Will advisors fight it or embrace it?
January 23
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Advisors are increasingly finding themselves outmaneuvered by robos, but they can use the same technologies — algorithms combined with big data and machine learning — to overcome this challenge.
January 17
Envestnet -
Some of the biggest changes come when industries collide.
January 16
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Industry critiques of Wealthfront reflect doubts about first-generation digital platforms.
January 10
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In a crowded robo market, firm co-founder Rob Foregger says the firm chose to focus on enterprise retirement product needs.
January 10
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The popularity of mobile-first investment apps will help automated advice mature, researchers predict.
January 10
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The milestone cements the dominance achieved by large institutions in the online space.
January 5 -
The independent robo advisor has amassed just over $9 billion in assets under management since launching in late 2011.
January 4 -
This year, digital wealth management will shift to goal-driven advice that is instantly accessible and always personalized.
January 3
Jemstep -
Planners have picked up some bad habits over the years. Here’s what do to about it.
January 2
Momentum Advisors -
It’s been a busy first year for the firm’s new chief. Jamie Price responds candidly to Financial Planning’s rapid-fire queries.
January 2
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It is not the fiduciary rule or whether robo technology is friend or foe.
December 27
Financial Planning -
The impact of commoditization, fee compression and consolidation on RIAs in 2018 cannot be understated.
December 27
Jefferson National -
What the next generation of tech innovation means for planners.
December 26
