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The robo's fastest growing business now offers custom model portfolios in a bid to attract more wealth managers.
February 11
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With offices in seven other states, Cresset Asset Management seeks to expand its reach to Texas.
February 11
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The 33-year-old advisor allegedly spent clients’ money on luxury items and business expenses for his startup.
February 11
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Funds at the top have notched triple digit returns in the last year.
February 11
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Financial inclusion is a key enabler to reducing poverty and Fintech is leading the way forward. New businesses and creative banking services are emerging with new means of providing financial services to the financially underserved. But technology is just part of the equation, not the whole solution. Join Daniel Wolfe, Editor-in-Chief of PaymentSource as he explores the issues surrounding financial services as infrastructure and how it can address the wealth gap in various communities with our special guests Wole Coaxum, Founder & CEO of MoCaFi and Marc Weill, Partner & Senior Advisor at Two Sigma Ventures.
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Interim CFPB Director Dave Uejio expressed concern that financial institutions have dragged their feet in resolving disputes with consumers for service issues during the pandemic.
February 10
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Industry insiders discuss how they are using fintech to meet evolving client demands.
February 10
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More than one-third of U.S. brokerage clients opened their first accounts in 2020, according to new research from the FINRA Foundation.
February 10
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Beverley Schottenstein accused the bank and the brokers of unauthorized trading of “multiple auto-callable structured notes and various other securities,” among other alleged misconduct.
February 10
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It may seem simple enough, but identifying how advisory firms are growing is a bit more elusive, John Furey writes.
February 10
Advisor Growth Strategies
