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Independent advisors may enjoy freedom of choice when it comes to all things digital, but giant institutions have a leg up with integration.
June 12
Financial Planning -
Clients are gravitating toward the “biggest, stable institutions,” says Morgan Stanley CEO James Gorman.
June 10
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The 18-month project is part of the $3 billion that Bank of America allocates annually to new technology initiatives.
June 9
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More than a quarter of the respondents hold Bitcoin, while 11% hold Ether, according to the asset manager.
June 9
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The company's new service provides leads — and now phone calls — from its 65-million person audience to advisors.
June 8
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Our newly independent practice turned the shift to virtual into a learning experience we never would have expected.
June 5
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The pandemic is prompting financial advisors to use video messages, webinars and even board games to connect with clients and prospects, Hightower Chief Marketing Officer Abby Salameh says in an episode of Financial Planning’s Podcast.
June 2
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Practitioners say it’s too hard to use, too pricey and doesn’t meet the pandemic-economy moment. This, and other findings of our annual research.
May 31
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Among our findings, advisors are (finally) embracing chatbots and robo advisors.
May 31
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The postponement comes as new accounts surge at competing digital advisors.
May 29
