Sean Allocca is a former associate editor of Financial Planning.
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Wealthfront will add third-party mortgages to its investing platform, while Varo Money says robo advice and mortgages are in its long-term plans.
By Sean AlloccaDecember 3 -
The move follows similar offers from other major brokerages in the last two weeks, as the wealth management industry races to woo clients with the lowest-priced products possible.
By Sean AlloccaOctober 21 -
In addition to launching an automated investing app, the bank created a dedicated adviser unit to provide personal service to customers when they need it.
By Sean AlloccaSeptember 11 -
United, which helps retirement-age savers find the best ways to manage their wealth, is Capital One's answer to a flurry of similar deals made by rivals.
By Sean AlloccaAugust 16 -
FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary credit risk software while the two did business together.
By Sean AlloccaAugust 7 -
Employees at Carson Group love the outdoors and regularly participate in events like the Spartan Race, a course filled with treacherous obstacles.
By Sean AlloccaFebruary 24 -
To personalize products and services, banks are now tracking all sorts of alternative data sources, even the manner in which customers type in mobile banking apps.
October 3 -
Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.
By Sean AlloccaSeptember 28 -
There's no reason that today's millennial-friendly microinvesting apps can't switch focus from spare change to real assets, industry executives warn.
By Sean AlloccaMay 16 -
The $3 billion sale of Financial Engines to Edelman Financial Services puts every investment adviser on notice that the future is in digital wealth management. More deals like it are expected.
By Suleman DinApril 30