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Naureen Hassan says tools in development will make advisers "faster and smarter" in serving clients.
July 13
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The deciding factor might be ruthlessness.
July 12
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Digital advice can help bank customers engage in a range of financial decisions that go beyond retirement planning and wealth management.
July 12
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Nearly $500 billion of funds held by millennials is up for grabs.
July 12
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Tech tools can make planning more efficient and show the value of the service, experts say.
July 12
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Those unwilling to embrace technology will be left behind, wealth management leaders warn.
July 11
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"Everything people thought was cool in 2014 is table stakes in 2017," said Kendra Thompson, head of Accenture’s global wealth management practice.
July 11
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Popular microinvesting apps targeting novice investors are charging total fees well in excess of other options, says an industry observer.
July 5
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Riskalyze CEO Aaron Klein says among tech giants, Jeff Bezos has the retail distribution to disrupt wealth management.
June 28
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Fintech startup GoldBean tapped by banking software firm to pair planning with financial literacy tools.
June 28
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Advice from DoubleLine founder and CEO for competing with the ever-evolving robo landscape? “Work hard.”
June 26
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Private equity investors are "salivating" as they see inefficiencies to exploit in the financial advice industry.
June 21
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The manager allegedly led a $33 million funding round for Scalable alongside the startup’s two existing venture capital investors.
June 20
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RIAs using digital platforms will face scrutiny about disclosure and client communications.
June 14
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One of the fastest growing RIAs in the industry, Mercer Advisors expands its tech expertise by bringing aboard Dave Welling, of financial software firm SS&C Technologies.
June 13
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Automate mundane tasks to concentrate on the personalized service that a client values the most, industry experts say.
June 12
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The promotion comes as wealth management firms accelerate efforts to roll out digital advice platforms.
June 8
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Everyone wants technology to streamline processes, but clients' complex problems create hurdles to achieving that goal.
June 7
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In a fiduciary world, well-designed digital advice will outperform humans, argues a UPenn legal expert.
June 7
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The new offering is intended to offer passive index and ETFs that track markets as well as active.
June 6
