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A tech-savvy Generation X is poised to become a practice's most valuable clientele. But slick apps and interfaces aren't enough to attract this group of investors.
March 13
Nationwide -
RIAs are repeatedly told to adopt new technology to stay competitive. Carson says his business is an example for the industry to follow.
March 7
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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
