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MarketRiders is the latest digital platform aimed at a specific minority investor community.
March 1
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In a nod that digital advice is here to stay, the agency updates its directions on how to ensure compliance, along with tips for evaluating the growing number of services.
February 23
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It’s time to serve clients at every income level, the influential adviser says — in a big strategic departure from his firm's past emphasis on landing ever-wealthier prospects.
February 16
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With an additional $9 million in backing, the online firm's CEO and co-founder Chris Costello says the goal is to grow to 50,000 clients by the end of the year.
February 15
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Reflecting industry concern with Department of Labor rule requirements, the firm dubbed the platform as a "One-Click Fiduciary."
February 15
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Some firms reserve comment on the president's order, despite public support for the fiduciary rule in the past.
February 8
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Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.
February 6
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Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31
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Firms seeking to adapt need to keep these four points in mind.
January 25
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Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24
