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Weekend Edition

"We think there will be a Trump bump over the next few months,” one wealth manager says.
  • Compliance woes return for LPL

    Massachusetts regulator calls firm's review process ‘paper-thin;’ says IBD rewarded adviser's fraudulent practices.
  • Raymond James chairman to step down after 50-plus years at firm

    CEO Paul Reilly will take over for Tom James, who helped grow the firm into a major industry player.
  • CE Quiz December 2016

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

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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.

How to keep up with client goals as they change

Timing is everything. Are you prepared with planning advice for each stage of life?
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