The Assets: Portfolio management
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October 18, 2018Fintech Firm Unveils Tool for FAs to “Combat Robo Advisor Threat”It’s a compliance-ready auto-synching communications tool.No Comments
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October 18, 2018How HSBC Thinks Rolling Out a Robo-Advisor Will Bolster its Wealth Management FootprintThe bank is partnering with fintech firm Marstone for the digital advice platform.No Comments
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October 17, 2018Social Security Cost-of-Living Adjustments May Not Be Enough, Warns LobbyThe SSA is making a 2.8% cost-of-living increase for beneficiaries, but healthcare costs, among others, are rising faster than inflation, according to the AARP.No Comments
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October 15, 2018Nick Strain: Investors Want to be Prepared For the Next Financial CrisisPart of a six-part series probing the concerns of American investors, as expressed to top financial advisors.Last Comment: October 15, 2018
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October 12, 2018Count on Blockchain to Bolster ESG Truthfulness ... EventuallyMany think ESG reporting could be much better than present offerings. And blockchain could be the answer.No Comments
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October 11, 2018Goldman Sachs Breakaway: Clients Love My Move … And They’re Following MeNew RIA says it has a customizable, open-architecture platform for high net worth clients.No Comments
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October 11, 2018Vanguard CEO Has Strong Opinions on the Robo Versus Human Advisor BattleTechnology will raise the quality of advice, says Tim Buckley.No Comments
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October 10, 2018How Merrill Lynch and Edward Jones Are Getting Cozy with Asset Managers for More "Client-Led" ProductsThe collaborations in product development apparently mean more investor-focused and even investor-led initiatives.No Comments
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October 10, 2018Downturn Preppers: How Savvy Advisors are Preparing For That Looming CorrectionWhether it's next week, next year or next decade, they're betting it'll come eventually.No Comments
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October 8, 2018Ric Edelman: Investors are Nervous about Political Leaders and Wall StreetPart of a six-part series probing the concerns of American investors, as expressed to top financial advisors.No Comments
