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A new entrant from Singapore vies for attention in a market that already includes offerings from robo advisors and custodians.
August 8 -
At Amazon's first-ever conference for voice-enabled tech, advisors are warned they need to take one crucial step to serve customers using voice assistants.
July 25 -
InvestmentPOD now has the backing of Mariner Wealth Advisors, Covenant, and Brighton Jones.
July 25 -
Acorns co-founder Jeffrey Cruttenden says clients would vote, if they realized they had the rights.
July 19 -
The new competition asks innovators to take client experience to the next level.
July 16 -
Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.
July 12 -
Digital advice is still in its early days, says SigFig CEO Mike Sha.
July 11 -
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Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
July 11 -
The future of wealth management melds technology with a human touch, but firms will face challenges.
July 10