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Millennials facing middle age are remapping the trading landscape, but don't count out web-based apps just yet.
August 1Devexperts -
Challenger banks and apps such as Zeta, Onward and Nerve are helping people manage complex financial relationships beyond simple joint accounts.
January 10 -
Wealth management firms say they feel increasing pressure to have a great digital experience, and better client insights require better data.
December 23 -
Onward, an app that recently raised a Series A from investors that include Citi Ventures, helps separated and divorced parents transparently share expenses and pay each other back in one spot.
November 14 -
Overall customer satisfaction with wealth management apps is improving but still trails other financial services.
November 24 -
The wirehouse wants MAX to be the central hub for anything a broker needs while working remotely.
September 29 -
Advisors are under immense pressure to streamline their businesses, evolve and modernize their client services — identifying the right operations services provider has never been more important.
August 26STP Investment Services -
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So far, customers haven’t shown the same enthusiasm for their debuts as they have for their favorite meme stocks.
June 1 -
"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.”
October 21