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It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.September 25
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Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.September 16
Chief Investment OfficerMomentum Advisors
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While most of the issues were resolved by midday, the interruptions sent a shudder across Wall Street.September 4
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Firms had problems related to equities, options and cryptocurrency trading as well as slow websites and mobile apps.September 1
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The company’s new self-guided tool will generate a plan for clients in as little as 15 minutes.August 21
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The robo advisor hopes transparency on employee demographics will encourage change.August 19
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The firm is still determining which other pieces of technology it will retain after acquiring its rival.August 5
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“Astute RIA leaders recognize that now is an opportunity for growth,” says one advisor.July 30
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The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead.July 29
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Perceptions on relationships, health, and lifestyle have also changed.July 28
