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Facet Wealth Gets a $33 Million Investment, Led by Warburg Pincus Facet Wealth Gets a $33 Million Investment, Led by Warburg Pincus

Facet Wealth lands multimillion Series A funding, led by a global PE firm focused on growth investing.

bySamuel Steinberger, Senior Technology Editor

Sep 10, 2018

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1 Min Read

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Saving time and money with automated client accounts Saving time and money with automated client accounts

Sep 10, 2018

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Better compliance for existing customers Better compliance for existing customers

Sep 10, 2018

1 Min Read

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New Orion Third-Party Integrations and Features Coming Soon New Orion Third-Party Integrations and Features Coming Soon

bySamuel Steinberger

Sep 7, 2018

1 Min Read

smart advisor match

You’ve Been Listed: SmartAsset Unveils 10,000 Public Advisor Profiles with Plenty More to Come You’ve Been Listed: SmartAsset Unveils 10,000 Public Advisor Profiles with Plenty More to Come

byMichael Thrasher

Sep 7, 2018

1 Min Read

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Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey Advisors Spoke and We Listened, Top Four Insights from Our 2018 Tech Survey

Sep 7, 2018

1 Min Read

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Orion and Schwab Build API-Level Account-Opening Tool

Orion and Schwab Build API-Level Account-Opening Tool

bySamuel Steinberger, Senior Technology Editor

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This Tech-Advisor Hybrid Wants Your Small Clients

This Tech-Advisor Hybrid Wants Your Small Clients

bySamuel Steinberger, Senior Technology Editor

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TD Ameritrade Adds ESG Investing to Essential Portfolios Robo Advisor

TD Ameritrade Adds ESG Investing to Essential Portfolios Robo Advisor

byWealthManagement.com Staff

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Orion Announces Plans For Streamlined Client Communications

Orion Announces Plans For Streamlined Client Communications

bySamuel Steinberger, Senior Technology Editor

A Holistic Approach to Financial Advice

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A Holistic Approach to Financial Advice

A Holistic Approach to Financial Advice

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Deliver value to clients with innovative account aggregation from Oranj

Deliver value to clients with innovative account aggregation from Oranj

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Riskalyze Fintech Report Card: August 2018

Riskalyze Fintech Report Card: August 2018

Financial Technology

Vestmark Surpasses $1 Trillion in Assets

Vestmark Surpasses $1 Trillion in Assets

bySamuel Steinberger, Senior Technology Editor

Mike Sha SigFig

SigFig Buys U.K. WealthTech IP

SigFig Buys U.K. WealthTech IP

bySamuel Steinberger, Senior Technology Editor

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Carta Launches Private Company Index

Carta Launches Private Company Index

byMichael Thrasher, Staff Writer

northwestern mutual

Northwestern Mutual Joins $100M Venture

Northwestern Mutual Joins $100M Venture

bySamuel Steinberger, Senior Technology Editor

robointro

A Look at Scale Across Automated Investment Platforms

A Look at Scale Across Automated Investment Platforms

byDavis Janowski, Samuel Steinberger

Robinhood's mobile trading app

Robinhood Continues to Battle Brokerages

Robinhood Continues to Battle Brokerages

bySamuel Steinberger, Senior Technology Editor

Asset Map

Asset-Map And Orion Now Integrated

Asset-Map And Orion Now Integrated

bySamuel Steinberger, Senior Technology Editor

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Providing Sophisticated and Independent Research

Providing Sophisticated and Independent Research

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Vanguard Personal Advisor Services Ranked 'Best Overall'

Vanguard Personal Advisor Services Ranked 'Best Overall'

bySamuel Steinberger, Senior Technology Editor

The new Mint app includes MintSights feature

Mint Launches MintSights, Moves Closer to Providing Financial Advice

Mint Launches MintSights, Moves Closer to Providing Financial Advice

bySamuel Steinberger, Senior Technology Editor

digital money

Fintech-Focused VC Firm Vestigo Ventures Closes Funding Round

Fintech-Focused VC Firm Vestigo Ventures Closes Funding Round

bySamuel Steinberger, Senior Technology Editor

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Business Planning

Building an Advisor Compensation Plan for the Future

Building an Advisor Compensation Plan for the Future

Advisor Tools

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With the Best Tech Tools, Access Matters

With the Best Tech Tools, Access Matters

Advisory World

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Engaging investors digitally and increasing leads

Engaging investors digitally and increasing leads

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Reducing hours and room for error by going paper-free

Reducing hours and room for error by going paper-free

Envestnet

Envestnet Platform Receives Hundreds of Upgrades

Envestnet Platform Receives Hundreds of Upgrades

bySamuel Steinberger, Senior Technology Editor

JPMorgan Chase app

In Pursuit of New Customers, JPMorgan Offers Free Trades

In Pursuit of New Customers, JPMorgan Offers Free Trades

bySamuel Steinberger, Davis Janowski

JP Morgan Chase

JPMorgan Plan to Offer Free Trades Drives Discount Brokers Lower

JPMorgan Plan to Offer Free Trades Drives Discount Brokers Lower

FiServe UMA dashboard

Fiserv Upgrades UMA

Fiserv Upgrades UMA

bySamuel Steinberger, Senior Technology Editor

Titan hedge fund robo app

Here Come the Robo Hedge Funds

Here Come the Robo Hedge Funds

bySamuel Steinberger, Senior Technology Editor

Venezuela President NIcholas Maduro

Here's What Maduro Has Said of Venezuela's Petro Cryptocurrency

Here's What Maduro Has Said of Venezuela's Petro Cryptocurrency

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Alternative Investments

Vestmark Feature Lets Advisors Trade Options Across All Accounts

Vestmark Feature Lets Advisors Trade Options Across All Accounts

byMichael Thrasher, Staff Writer