Minneapolis-based aggregator Wealth Enhancement Group has made two key hires that will focus on digital efforts at the firm. While the firms's r…
William Trout
News articles
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20 September 2020
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17 September 2020
While some firms slowed growth during the pandemic, RBC's head of recruitment, Kristen Kimmell, landed billions in assets with a net gain in adv…
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19 June 2019
Is the fear of offering cheap advice dead? Financial Planning Online, Suleman Din, Wednesday, 19 June 2019, 1357 When digital-first advisors see…
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12 June 2019
Reg BI is a gift to ‘wolves of Wall Street,’ says Betterment CEO Financial Planning Online, Sean Allocca, Wednesday, 12 June 2019, Not “best.” N…
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28 April 2019
April is a month to spring forward, and not just in terms of the clockThose of you who attended our Innovation and Insight Day in New York last…
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26 April 2019
Fidelity boosts tech offerings for advisors Financial Planning Online, Daniel Kuhn Sean Allocca, Friday, 26 April 2019 The custodian added two n…
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25 April 2019
Fidelity boosts technology integration for advisers Investment News, Ryan W. Neal, Wednesday, 24 April 2019, Fidelity Institutional is expandin…
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24 April 2019
Schwab bets less is more with revamped Portfolio Center Financial Planning Online, Sean Allocca, Wednesday, 24 April 2019 In a world of open arc…
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10 April 2019
Robos survived a volatile year. What happens when it's worse? Financial Planning Online, Sean Allocca, April 10 2019, Either way, robos will nee…
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25 March 2019
It’s something online-only banks compete on: Slapping attractive interest rates on their savings accounts to woo you. But in recent months, your…
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22 February 2019
Full Article
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25 November 2018
The old way of doing business involved cobbling together a lot of different point solutions that rarely worked together seamlessly, Trout explai…
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4 October 2018
Reflecting the polarized political climate of the country, one impact investing robo advisor says it has a new screen to satisfy client demand:…
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18 September 2018
The development of artificial intelligence technology for financial advisers so far has been dominated by the largest firms, but new startup For…
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5 September 2018
To say that you can just pivot from a B2C robo-advisor to a full digital platform is a gross oversimplification, warned Will Trout, Head of Weal…