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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.
June 19
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The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.
June 19
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Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.
June 14
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The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.
June 12
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But the new rules may be a boon for some fintech firms.
June 12
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The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.
June 12
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Finding the right mix of tools can be daunting, says the firm’s director of financial planning.
June 5
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The mobile technology came in last in a new J.D. Power survey.
June 5
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The robo strikes a deal to offer direct deposit service and debit cards.
June 3
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The world’s largest asset manager and robo advisory platform may soon have competition at the top.
May 29
