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Technology

Envestnet-Yodlee, Finicity and others reach beyond wealth management

Data aggregators want to apply their technology to lending decisions.

By Mary Wisniewski

March 8

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CAN RIA GROWTH AND TRUE FIDUCIARY DUTY REALLY COEXIST?

Business goals cannot always put clients' best interests first. Here's why even the executives leading fast-expanding advisory firms say the critics have a point.

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