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In this episode of the WealthStack podcast, Mark Bruno talks with Dani Fava, head of strategic development at Envestnet, about the future of advice - and importantly, how more financial services companies will directly integrate with consumer...
Vestwell takes on $20 billion in workplace assets in its acquisition, while one of the last independent risk providers makes an integration and a bank robo gets a refresh.
TIFIN President Jack Swift dives into how the firm's nine business units use machine learning, natural language processing, semantic search and other technologies to provide personalization to financial advisors and their clients.