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Although first written off by industry experts, independent digital-first firms now hold billions in assets.
July 10
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Aumoted investment platforms are betting investors want to know where companies fall on the political spectrum.
June 26
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A better technology strategy may help firms improve walletshare, a new report says.
June 26
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Just like in the early robo days, sustainability is a real concern for digital platforms.
June 19
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The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.
June 19
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Among other changes, the bank lowered its minimum investment.
June 14
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Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.
June 14
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Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.
June 13
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“When we think about these offerings, there are no hard lines that are drawn here,” said Merrill Lynch boss Andy Sieg.
June 12
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But the new rules may be a boon for some fintech firms.
June 12
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The barriers for firms to enter into multiple financial services has dropped significantly and digital advisory firms are taking advantage.
June 12
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The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.
June 12
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It’s a tool, not a business model said the CEO at LINC conference; competitors beg to differ.
June 5
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Finding the right mix of tools can be daunting, says the firm’s director of financial planning.
June 5
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The mobile technology came in last in a new J.D. Power survey.
June 5
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The robo strikes a deal to offer direct deposit service and debit cards.
June 3
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The world’s largest asset manager and robo advisory platform may soon have competition at the top.
May 29
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The tech stack is about much more than efficiency and scale.
May 29
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Although the firm sees risk parity as a way to compliment holdings of its biggest customers, critics see a volatile fund that has underperformed.
May 28 -
The company is “in the beginning stages of building out those capabilities,” according to a spokesman.
May 17
