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The latest influx, which closed late last year, brought in $75 million.
March 23
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Speculation grows that any retailer with a robust e-commerce platform, physical ubiquity, brand awareness and trust could become a wealth management player.
March 21
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Financial planners are wary of text-only service options, arguing they would contribute further to the commoditization of advice.
March 14
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Amy Shapero is leaving the digital advice firm to become CFO at e-commerce platform provider Shopify.
March 9
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Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.
March 5
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The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.
February 28 -
The firm is the latest to adopt new technologies into the client-advisor relationship.
February 28
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The largest independent digital advice platforms profited significantly from a strong M&A market last year.
February 27
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After a number of websites and mobile apps were disrupted in Monday’s market plunge, executives call for an industrywide technology overhaul.
February 7
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Independent advisors are closing in on the service capabilities of big wealth management firms.
February 7
