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Both wirehouses also see client assets shrink.

After the asset management giant announces a third major financial services client for its robo platform this year, a theme emerges.

The same competitive mindset that leads to victory in sports can give advisors the advantages they need for a successful practice, a leading recruiter says.

Dr. Tatiana Shnaiden is chief science and analytics officer at HealthFitness and brings more than 15 years of experience in healthcare analytics. She most recently served as vice president of value optimization for ActiveHealth Management. She holds a master’s degree in biostatistics from New York Medical College School of Public Health and a medical degree from Russian State Medical University, Moscow.

Pete Psichogios is president of CSI International Performance Group whose mission is to help companies create engaging employee and customer experiences. Prior to joining CSI International Peter he served as an executive member of one of the largest Instructional System Association companies in the world. Peter has been fortunate to work with the who's who of the Fortune 500 and many of the world's fastest growing companies, helping them deliver innovative learning, engagement and recognition solutions.

Brian J. Tiemann is a partner in the law firm of McDermott Will & Emery LLP. He is based in the firm’s Chicago office, and can be reached at: btiemann@mwe.com.

Jeffrey Arnold is an associate in the law firm of McDermott Will & Emery LLP and is based in the firm’s Chicago office. He can be reached at: jarnold@mwe.com.

Todd A. Solomon is a partner in the law firm of McDermott Will & Emery LLP and is co-chair of the firm’s International Benefits Affinity Group. He is based in the firm’s Chicago office, and can be reached at: tsolomon@mwe.com.

Index-based ETFs are less likely to generate tax bills for reinvested capital gains distributions.