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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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Digital advice firms will continue to market themselves as white knights in the financial services industry, observers say.
February 6
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The two major technology enhancements are set to benefit RIAs, says our tech columnist.
February 2
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Advisers will have new apps to choose from and more risks to manage. But their ability to put the client first will determine success.
February 1
Jefferson National -
Our chief competition is Fidelity and Schwab, says the digital-first firm's CEO, Jon Stein.
January 31
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Planners will have control over the service, which will not be available directly to clients, according to the firm.
January 30
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Too much growth has led to a slowdown in business efficiencies. Smart firms need to fix their operating models.
January 25
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Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24
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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
