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Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. Building clients’ wealth by putting excess cash on ‘Autopilot’
By Penny Crosman      4 min read
Wealthfront gives users more control over their money with automatic transfers to savings accounts or ETFs. Read More →
FINANCIAL PLANNING
2. Can robo advisors truly be 401(k) fiduciaries?
By Scott MacKillop     3 min read
Tools from Betterment, Vestwell and FiduciaryShield make it easy for planners to become retirement plan advisors, but they need to think twice before jumping in. Read More →
FINANCIAL PLANNING
3. Pershing takes ‘step forward’ to a password-less future
By Ryan W. Neal     2 min read
The custodian’s NetX360 desktop now supports biometric authentication. Read More →
HOT MIC
Inside RBC’s tech strategy to attract and retain advisor talent
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Q: What is an example of how the technology has improved?

A: “We took what used to be a very manual, lengthy process in terms of onboarding clients — opening new accounts could take many, many days — and digitized and streamlined so it takes hours” says Amit Sahasrabudhe, chief operating officer of RBC Wealth Management – U.S.
Get the whole conversation →
Raising Capital
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Fintech veterans launch blank-check firm to buy a startup
By Penny Crosman     5 min read
Betsy Cohen, formerly of The Bancorp Bank, and venture capitalist Ryan Gilbert have created a vehicle to raise hundreds of millions of dollars, purchase a technology company and expand it. Read More →
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