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New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. How Schwab handles TD’s Veo could reshape the RIA fintech landscape
By Ryan W. Neal      6 min read
New ownership of the popular platform could open the door for new tech leadership, but don’t count Schwab out yet. Read More →
FINANCIAL PLANNING
2. eMoney rolls out new products, services to 'get more plans to more people'
By Ryan W. Neal     3 min read
"We’re not just software,” CEO Ed O’Brien says. “We’re here to help advisors be better planners.” Read More →
 
AMERICAN BANKER
3. SoFi launches social network for investors
By Penny Crosman     1 min read
Clients of the challenger bank's robo-adviser are able to see one another's trades, add comments and watch a leaderboard of top investors. Read More →
SPONSOR CONTENT
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HOT MIC
New ways to deploy existing tech amid the coronavirus
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Q: How would you like to see wealth management advance as a professional community?

A: “Despite the additional efforts around having a unified fiduciary standard, there’s still so much confusion in the retail marketplace around the different types of financial advisors. So I would say, if there's one thing we could hope for, it would be for that messaging … to really get down to the people it matters most to,” says Hightower Chief Marketing Officer Abby Salameh.
Get the whole conversation →
Raising Capital
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Robo advisor Wealthsimple pushes for growth spurt before IPO
    2 min read
The fintech plans to build out cash, checking, insurance and mortgage products. Read More →
 
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