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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
A.T. Kearney -
Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24
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The robo adviser says a new free service for clients is attracting interest beyond Silicon Valley.
January 18
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Even among the wealthy, a growing number of clients want more digital engagement, says CEO James Gorman.
January 17
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Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study .
January 12
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Silicon Valley-based Addepar says it is in talks with other wirehouses for use of its software, too.
January 10
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Advisers will create strategies and communicate the advice. Software will handle the execution and maintenance of the strategies.
January 5
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The expansion of hybrid platforms and bank digital advice promises big changes and fierce competition in automated wealth management.
January 4
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Women need help in investing, and new niche robo advisers are providing a means to achieving financial confidence.
January 4
Totum Wealth -
A new hybrid robo from Schwab touches off debate about the level of advice delivered by phone and changes in the profession brought by digitization.
December 21
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Advisers using the custodian's institutional robo platform say they have found ways to make it benefit their practice and helped them rethink the services they offer.
December 21
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Advisers aren't being eliminated. But they should understand the trends transforming the industry.
December 21
Jefferson National
