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Independent robo providers still have a chance to survive and reach sustainability, thanks to an expected flood of smaller accounts being shed as a result of the rule.

Voices: The assumptions that robos can disrupt human advice or are even innovative technology should be questioned, argues Riskalyze CEO Aaron Klein.

These clients ‘don’t want standard vanilla portfolios,’ so offer funds they can’t just get anywhere. Here’s how.

SEC Chairwoman tells lawmakers that a uniform fiduciary proposal is advancing and appeals for a funding increase that would be used to beef up advisor exams.

The new recruits made the move to HighTower from Morgan Stanley and SunTrust.

A well-known Wall Street firm is urging Citigroup to split itself in two for the benefit of investors, adding to the chorus of calls for the biggest banks to be broken up. How much of a difference will it make?