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Young firm lays off 10; president who lead business-to-business effort resigns.
April 28 -
Ex-Goldman Sachs executive stresses advisers need sophisticated tools to compete in a crowded robo market.
April 26 -
As wealth management innovates, the ongoing trend is toward simplicity, transparency and greater value.
April 26Jefferson National -
Bill Harris, head of the hybrid advice platform since its launch, will remain chairman.
April 25 -
Corporate Insight opened accounts at the top 13 platforms to perform a behind-the-scenes examination of how they operate and handle clients.
April 19 -
Large financial institutions will be challenged to keep up and stay focused on the rapidly changing robo advice world.
April 19 -
The latest adviser fintech deal sees Oranj taking majority ownership in rebalancing software firm TradeWarrior.
April 19 -
The digital advice firm said lowering minimums to $25,000 was a temporary move.
April 12 -
CEO Jon Stein bemoaned the rule's 60-day delay and mulled what would happen if it was repealed entirely.
April 10 -
Alibaba's founder backs digital advice for China, where e-commerce giants already sell mutual funds.
April 7