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The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.January 17
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The firm's chief Eric Clarke says there are multiple suitors.January 16
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The SEC examined approximately 2,180 RIAs in 2019.January 16
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Advisors should be increasingly aware of how banks are shaping client expectations.January 15
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Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.January 15
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The SEC-approved ETF strategy protects “the intellectual alpha of active managers.”January 14
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Timely trading in less-heralded semiconductor markers and firms committed to energy without fossil fuels produced a 54% total return last year, data show.January 13
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Our industry is one of the few that’s barely experienced pricing pressure ... so far. Here's how to assure you keep providing value to clients.January 10
Chief Investment OfficerMomentum Advisors
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The partnership will likely help both industry titans with their long-term strategic plans.January 9
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The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.January 9
