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The wealth manager recently introduced monthly fees. But, it's not for everyone.
April 3
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The deal combines two giants: the leading financial planning provider by market share with the leading TAMP by client assets.
March 15
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The transaction means the TAMP will own software that serves tens of thousands of financial advisors.
March 14
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An example of outdated industry practices, says the chief product officer, is how some brokers still need a canceled check from a client to transfer money.
March 12
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Industry veterans and newcomers provide insight on the year’s leading challenges in regulations, technology and operations.
March 1
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The move comes as competitors cut prices to entice RIAs to leave the platform.
March 1 -
The firm expects to add $10 million in revenue once the deal closes later this year.
February 22 -
The new standalone firm’s first licensing agreement would bring MassMutual’s 9,000 reps on to the platform developed by the No. 4 IBD.
February 20
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If advisors aren’t present in their clients’ phones, warns the head of the RIA services platform, "they are going to become irrelevant."
February 20
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Are these companies really able to disrupt the current market? And which tech giant is closer to customers?
February 20
INSART -
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 firm's efforts are a sign of the quickening pace of adoption in wealth management of AI-powered technologies and voice recognition software.
February 7
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Higher costs are most attributable to technology spending, including investments in artificial intelligence.
February 7
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New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6
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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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Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.
February 5
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Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1
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The restructuring comes as a competitor enters wealth management data aggregation.
January 15
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The research firm’s headcount and related job forecast are based on a highly elastic idea.
January 14
