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Advisors should be scrutinizing vendors to find partners who share similar organizational values.
July 25
Orion Advisor Services -
"Tools like Slack are great, but they cannot communicate your culture," said Patrick Tucker, founder of True Measure Advisors.
July 18
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To convince advisors to try its platform, Capitect took a number of steps, including partnering with XY Planning Network to provide its tools to members without cost.
July 18
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It's fast, virtually free and roughly 40 times more effective than social media. But most advisors are using it wrong.
July 18
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Hedgeable's decision to cease operating its automated investing platform may say more about the state of fintech funding than the robo business model, an industry observer says.
July 12
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Alexandria Partners’ CEO asks InVest Conference attendees how much they assume they are being clear.
July 12
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Advisors and clients would benefit acknowledging what's really driving financial decisions.
July 12
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Advisors often fail to truly understand their clients' most vital goals, an advisor says at the InVest Conference.
July 11
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Investable assets in digital channels are projected to top $4 trillion by 2022, according to research.
July 11
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“I’m perennially scared of overwhelming our customers,” Acorns CEO Noah Kerner says at the InVest Conference.
July 11
