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Some platforms are promoting their approaches to attract more sophisticated young investors.
August 9
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The hybrid firm stated it now has $4.9 billion in AUM, with $1.4 billion gained this year alone.
August 2
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The IBD spent $77 million on technology upgrades in 2016.
August 2
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Dan Arnold says behavioral management, automation and portfolio and planning services need to be combined to win future clients.
July 31
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The microinvesting site, which now has over 2 million accounts, allied itself with Clarity Money.
July 28
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The digital firm is opening up a new avenue of advice that could be a model for an industry grappling with the challenge of scaling for smaller accounts.
July 26
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Widespread passive financial data and microadvice are creating the circumstances for a new wave of innovative products.
July 26
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The founder of HelloWallet shares tips on staying competitive online.
July 26
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The leading independent robo adviser added another $70 million in funding.
July 21 -
Demand from millennials has helped the strategy become an $8 trillion category.
July 19
