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Wealth management

Forward momentum

Forward momentum
Invest Insights

Inside Edward Jones’ digital plan to reach 10 million clients

Chief information officer Frank LaQuinta reveals the firm’s $500 million acceleration strategy, plus how advisors are using technology during the coronavirus pandemic.

By Ryan W. Neal

3h ago
Robinhood

Robinhood raises $320M in latest funding push

The latest cash influx values the fee-free trading app at $8.6 billion.

4h ago
Recruiting

Steward Partners snags ex-UBS team, and a new divisional president

The advisors are based in Florida, while the new executive will oversee the New York tri-state area.

By Erika Wheless

5h ago
Customer service

Deliver exceptional customer experience in challenging times

Social distancing measures have made it critical for contact centers to find new ways to handle an unprecedented volume of inbound calls without disrupting the customer experience.
Coronavirus

Best practices for leveraging tech during the coronavirus era

Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change.

By Fred Duden

6h ago
Data privacy

Lawsuit against Plaid heightens focus on data privacy issues

A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations.

By Penny Crosman

7h ago
Social media

Wells Fargo tells workers to remove TikTok app from work phones

U.S. officials have raised questions about the security of TikTok, which is owned by Chinese company ByteDance.

By Hannah Levitt

7h ago
Portfolio construction

The old 60-40 formula for stocks and bonds has run into trouble

With Treasury yields now hovering around zero, and likely to stay there for years, expected gains from the traditional asset mix are in doubt.

8h ago
Asset-based lending

First Eagle expands into asset-based lending with new hires

The manager joins firms including JPMorgan and Arena Investors in seeking opportunities in the sector, particularly in the wake of the coronavirus pandemic.

9h ago

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