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The fintech firm providing ESG data technology gives financial advisors more openings to ask customers about their values and implement them in portfolios.
March 7
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A SmartAsset list featuring Main Street much more than Wall Street could help planners think about their local markets in a different context.
March 7
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While Goldman Sachs is still pushing to make its expansion into consumer lending profitable, the bank is also weighing strategic alternatives, CEO David Solomon says. The dueling options reflect the problems that Wall Street giant faces in Main Street banking.
February 28
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The LifeSync platform could help advisors bring in new clients who are close to existing clients, as well as win over new held-away assets.
February 24
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Liquid assets have often ended up at big banks or in sweep programs, which look much less attractive for clients' yields every time the Fed raises interest rates.
February 22
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The regional firm said it was offering Instagram Professional to advisors and would roll out YouTube and Spotify podcasting programs later this year to help with client acquisition and retention.
February 21
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Lauryn Williams is tapping into her love of travel and passion for expanding access to advice through getaway trips to beautiful places.
February 17
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The Columbus, Ohio, bank hopes both to reduce costs and increase revenue by consolidating three segments into a single unit. Huntington is particularly focused on building out its wealth management business.
February 16
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Stifel Independent Advisors grew its advisor headcount 12% and AUM over 70% last year. Its CEO says firms have a major blind spot when supporting independent advisor growth.
February 14
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The federal regulator's annual list of inspection priorities shows particular concern that hybrid advisor/brokers aren't properly explaining to clients how they're compensated.
February 8
