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Personal Capital CEO Bill Harris argues financial institutions are more focused on product offerings than clients.
June 17
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"It was terribly important to us that we were participating and supporting a partnership with a firm that is innovating and has strong backing," said Richard Steinmeier, head of the Wealth Advice Center at UBS.
June 17
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The year-old automated advice service is revealing some new ways advisers use robos — and it's quelling some big fears.
June 17
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More than 60% of mass affluent clients don't know how much they are charged, according to a new study by consulting firm A.T. Kearney.
June 16
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The latest deal with heavyweights including Eaton Vance challenges industry predictions that robos would die off.
May 24
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Ellevest considers factors affecting women such as the gender pay gap, earnings power over time, risk preferences, longer lifespans and caretaking responsibilities.
May 11
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Wealthbalancer's developers say the multiple question approach employed by competing platforms is too general.
May 4
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Digital advice technology is more likely to enhance advisor productivity, not replace humans, according to a new Citigroup report.
April 4
