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09/04/2018
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Bridging The Divide Between Robo-Advisors And Traditional RIAs
11/20/2018
NOVEMBER 19, 2018 • GEORGE YACIK A rash of low-cost, online-only financial advisory companies have hit the scene in recent years, threatening to steal customers from traditional
This Tech-Advisor Hybrid Wants Your Small Clients
10/01/2018
Facet Wealth’s wheelhouse is the same client profile advisors are typically trying to offload. Despite their youthful appearance, Anders Jones and Patrick McKenna are Silicon
Tech Startup That Buys RIA Clients Raises $33M
09/04/2018
Facet Wealth, a digital wealth management platform with an intriguing twist, has raised $33 million in Series A funding from investment firm Warburg Pincus and