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US robo-adviser teams up with tax firm for automated advice platform 08/12/2016

Technology is essential for all wealth management firms not just those targeting low value segments 05/12/2016

US company launches wealth management CRM solution 30/11/2016
US customer relationship management (CRM) solution provider, Maximizer Services, has released a CRM solution for financial advisors and wealth managers, Maximizer CRM Wealth Manager 2017.

Strong appetite for fintech investment by financial services firms - research 25/11/2016

Digital excellence: a prerequisite for success 24/11/2016

European end investors adopt DIY approach to investing - survey 23/11/2016

WHIreland chooses wealth planning tech provider 22/11/2016

Killik to launch mass market robo-advice service 21/11/2016

Technology is not a solution on its own it needs to underpin a strong, well-thought business plan 18/11/2016

Wells Fargo Advisors to launch digital advisory platform 16/11/2016

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