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New financial planning software tool aims to meet the needs of clients with $25 million and up.
February 6
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The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5
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Industry leaders look to developments in AI, blockchain and cloud computing as the key drivers of change.
February 5
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Firms are preparing for tech advances in online fund distribution, digital advice and macro investing.
February 1
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The restructuring comes as a competitor enters wealth management data aggregation.
January 15
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Firms fined for misleading statements about products and performance — a possible sign that the commission is increasing its surveillance of digital investment platforms.
December 21
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It’s easy to identify, but hard to accomplish.
December 7
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Firms take notice: older generations are adopting new technology at a quickening pace.
December 5
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Old-fashioned referrals and seminars aren’t enough when prospects are searching online.
December 4
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The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.
November 27
