Range of service levels helps fintech firm add 17,000 users since being bought by investment giant
Firms are increasing productivity and personalizing the client experience with AI.
Many of the tools will be inspired by today's customer, who wants the same efficiency and ease they find with Amazon.
Chicago-based CLA will add $200 million in AUM to firm's $6.3 billion
The CFP Board's research is the result of a gathering of more than two dozen fintech and other industry experts, who pondered how the advice business will change by 2021.
The funds provide donors an immediate tax deduction and an opportunity to guide the funds' investments and their eventual dispersal to charities.
Financial giant targeting mass affluent clients with inexpensive planning services. <b><i>(More: <a href="//www.investmentnews.com/article/20161202/FREE/161209981/robos-to-make-banks-a-bigger-competitor-in-advice-market"" target=""_blank"" rel="noopener noreferrer">Robos to make banks a bigger competitor in advice market</a>)</b></i>
Clients can add values for mortgages, 401(k) accounts and even an art collection into their portal.
Investors appreciate both, but do turn to traditional advisers over digital ones for some services.
Gen Xers need lots of financial advice but they're ignored by planners, Cerulli finds
