Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Even as its competitors have become 'bionic,' offering a mix of human and digital wealth management, Wealthfront has stuck to its software-only approach.
With Fidelity Managed Account Xchange, or FMAX, Fidelity chases after Merrill Lynch in bridging the gap between financial planning and investment management.
