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Riding a wave of funding, smaller fintechs are looking to grab larger influxes of cash.
March 5
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The firm is the latest to adopt new technologies into the client-advisor relationship.
February 28
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The retailer's foray into wealth management is a wake-up call for an industry that often overlooks female investors.
February 27
The Rudin Group -
The largest independent digital advice platforms profited significantly from a strong M&A market last year.
February 27
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Planners must make accurate disclosures about their service models, says the regulator.
February 21
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As investment management becomes a supporting service, software providers are facing disruption.
February 20
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The Waterbury, Connecticut-based bank wanted to ensure that it was meeting the technology expectations of clients across the wealth spectrum.
February 13
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As lure, the firm deploys a $52 million technology platform that is the “best that I've seen.”’
February 8
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Independent advisors are closing in on the service capabilities of big wealth management firms.
February 7 -
Technology will bring down price. Will advisors fight it or embrace it?
January 23
