Suleman Din is technology editor of American Banker and Financial Planning. Follow him on Twitter at @sulemandn.
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Acknowledging the explosive growth of robo-advisers, FINRA this week released guidance on digital investment advice for companies considering using such means.
March 17 -
A new FINRA report warns firms they should be ready for reviews on their use of digital investment advice tools.
March 16 -
Having developed robo platforms for retail clients and advisors, Betterment is expanding further into the asset management industry with a 401(k) offering for businesses. As can be expected from its CEO Jon Stein, the scope is grand as the digital-first firm sees a $4.6 trillion market ripe for disruption.
September 14