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Four months after shutting down, the fintech and some of its employees are joining SEI.
March 31 -
Large wealth managers have shifted their tech focus dramatically to keep up with client expectations and industry disruption, Capco Partner Bryant Fuller says in an episode of Financial Planning’s Invest Podcast.
April 23 -
Wealth management firms have evolved past looking for a “flashy digital product” to solve their technology problems, MyVest CEO Anton Honikman says in an episode of Financial Planning’s Invest Podcast.
April 9 -
For wealth management to achieve sustainable organic growth, the industry needs to boost the number of households served by financial advisors and firms, consultant Gavin Spitzner says in an episode of Financial Planning’s Invest Podcast.
March 26 -
The 70 million-strong cohort requires nothing less than constant technological innovation.
February 13Celent -
Phone apps are being embraced by wealth managers as one of the quickest ways to communicate with end clients, leading to recent upgrades in look, feel and capability.
February 11 -
The custodial giant is aiming to cut down on the time involved with opening accounts — which advisors often view as a drain.
January 27 -
Clients are not happy with the industry's app offerings, according to a recent J.D. Power survey.
December 12 -
Advisors say they’re allocating assets based on client objectives, but they likely are not, according to SEI’s survey.
July 22 -
Although first written off by industry experts, independent digital-first firms now hold billions in assets.
July 10