Technology
Technology
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Banking and robo advice will be part of the new digital offering, United Capital's CEO says at MarketCounsel.
December 11 -
Robo advice is “a feature, not a business,” one digital expert says
December 10 -
"It's going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing," an exec says.
December 10 -
Current employment contracts benefit companies and silence women, according to an In|Vest West panel of advisors and industry professionals.
December 9 -
The robo advisor is also pursuing more banking business.
December 6 -
The wealth management tech provider's president of investment services is looking to “tie up some loose ends.”
December 6 -
“It’s going to become increasingly more important for financial professionals to understand the potential benefits of sustainable investing,” an executive says.
December 6 -
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“I feel like I always operate in a recession” — and that’s a good thing, says Bernstein Private Wealth Management's digital chief.
December 5