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Social Finance, the online services provider specializing in student loan refinancing, has taken the first step toward offering zero-fee ETFs.
February 26
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Are these companies really able to disrupt the current market? And which tech giant is closer to customers?
February 20
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The hybrid digital advice firm is expanding its marketing department in an attempt to outpace its competitors.
February 20
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The robo advisor rolled out a new partnership with a handful of banks to give clients a fully insured place to keep their cash.
February 14
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The new tools are meant to help advisors manage a growing number of clients in retirement.
February 13
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The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5
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Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.
January 30
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The deal combines two of the financial services industry's largest technology and processing companies.
January 16
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Launching an app doesn’t have to cost millions of dollars.
January 16
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The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.
January 9
