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Arbitrators also rejected the former adviser's counterclaims for $51 million in damages.
  • Raymond James scoops up a $260M Morgan team

    The advisers had about $1.5 million in annual revenues when they were at the wirehouse.
  • Slideshow Tax strategies for the year ahead

    Fifteen tax planning tips from analysts and industry experts advisers may consider in 2017.
  • CE Quiz December 2016

    Test your planning knowledge and earn free continuing education credits from the CFP Board and IMCA.

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Build it or buy it? Figuring out the best fintech option

Consider your firm's capability and budget before deciding which tech route to take.

The tech game is changing, so are the players

This generation of advisers is likely to “do something very different in regards to purchasing decisions,” tech columnist Joel Bruckenstein predicts.

A warning from a former robo advice entrepreneur

Automation tech wants to take financial sector jobs and do them for free. In the long run, that hurts the economy.
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