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New entrants are gaining traction while established players continue to grow.
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1. Alternative investment fintechs soar as advisors look for new places to invest client money
By Ryan W. Neal
5 min read
New entrants are gaining traction while established players continue to grow.
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2. AssetMark acquires financial planning software Voyant for $145M
By Ryan W. Neal
3 min read
Despite Voyant’s success internationally, it is relatively unknown in the U.S. The TAMP plans to change that.
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3. Goldman’s strategy stymied by Walmart as consumer leaders defect
3 min read
The most gilded name on Wall Street has been dealt a blow with two top leaders from its Marcus consumer unit defecting to a new Walmart venture, mere weeks after they were elevated.
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4. The 15 best robo advisors
By Ryan W. Neal
Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.
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