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The digital advice firm is hoping its 500,000 customers will want to consolidate more of their finances under one roof.
April 27
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The problem was from a bug related to an external software provider.
March 26 -
The affected system is typically used to process algorithmic trades from hedge funds and decides how and when to send trade requests to different venues.
March 17 -
The all-in-one platform model is attracting some of the largest firms as consumers increasingly acclimate to housing all their financial needs under one roof.
February 20 -
“When you mess with everybody’s day-to-day work flows, you have to get everyone involved from the get-go,” said advisor Andrew Altfest.
February 14 -
The 70 million-strong cohort requires nothing less than constant technological innovation.
February 13
Celent -
Whether it's AI managing regulations or next-gen tools acting as data scientists, managers say tech will change how they work.
February 7 -
Geospatial data may assist the muni industry with monitoring the economic impact of wildfires or natural disasters, an expert says.
February 6 -
The firm's chief Eric Clarke says there are multiple suitors.
January 16 -
Advisors should be increasingly aware of how banks are shaping client expectations.
January 15
