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KeyBank is the latest to join the robo-adviser trend. Its investment services unit just announced a partnership with Jemstep, which is eager to do more such deals with banks now that it is owned by Invesco.
August 15
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Advancements aimed at speeding the flow of information by eliminating manual processing are helping the global custody bank attract new clients and win more business from existing ones, fueling revenue growth and improving efficiency.
July 27
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The firm built a product to match the current moment, which is political, says CEO Hardeep Walia.
March 8
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MarketRiders is the latest digital platform aimed at a specific minority investor community.
March 1
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Wealthsimple is backed by the same investor, Power Financial, that last year injected $75 million into Personal Capital.
January 24
