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Drew Sievers says the adviser tech firm is ready to cover lost ground in the market and compete.
March 8
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The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.
March 8
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MarketRiders is the latest digital platform aimed at a specific minority investor community.
March 1
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In a nod that digital advice is here to stay, the agency updates its directions on how to ensure compliance, along with tips for evaluating the growing number of services.
February 23
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AdvisorEngine's purchase of software firm Wealthminder is the first of what's expected to be another year of deals and investments into the wealth management fintech space.
February 16
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Finhabits is billed as the industry's first bilingual digital platform.
February 15
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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
