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The deal would pair plan sponsors on Empower’s platform with the hybrid robo advisor’s technology and advice capabilities.
June 29
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They join a growing St. Louis branch that RBC opened in 2018.
June 29
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Billion-dollar teams are voting with their feet. Here’s where they are going.
June 29
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Michael Kitces, co-founder of XY Planning Network, says the group is mulling its options after a federal court struck down the organization’s lawsuit against the SEC rule.
June 29
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Some say conversations about race have no place in the workplace. We disagree.
June 29
Momentum Advisors -
The company’s new suite of APIs is designed to help firms develop technology with its data, but they aren’t the only player using data to conquer advisor fintech.
June 27
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One of the certifying organizations has taken a Netflix-like approach to advisor education.
June 26
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Secretary of Labor Eugene Scalia said retirement plans aren’t for “furthering social goals or policy objectives that are not in the financial interest of the plan.”
June 25
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A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.
June 25
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The advisors defected from rivals UBS and Merrill Lynch.
June 25
