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As the sector grows to over $30 trillion in Europe, North America, Japan, Australia and New Zealand, one popular approach consists of excluding offenders.
November 5
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Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”
October 30
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SigFig reportedly lays off a percentage of its workforce, while a former Fidelity marketing chief joins Personal Capital.
October 23
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Independent investment platforms are projected to lose market share to larger entrants, according to industry data.
October 16
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The market information giant provides financial data and infrastructure to more than 40,000 institutions in over 190 countries.
October 9
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Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.
October 9
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Fee compression and commoditization of investment products over the past decade are threatening already slim margins in asset management.
October 9
Delta Data -
Among the honors this year by NICSA are awards for operational excellence, and advances in product development and technology.
October 8
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An online war is underway for deposits, as a wide range of players — traditional wealth managers, big banks, digital-only platforms and fintechs — offer high-interest savings and checking through apps and websites.
October 7
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Martin Gilbert helped build Aberdeen Asset Management through dozens of acquisitions starting in the early 1980s.
October 2
