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The hybrid digital firm has now raised over $255 million and aims to further expansion plans and add more advisor hires, according to CEO Jay Shah.
February 5
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Advisors are increasingly buying tech to monitor information sharing between financial firm partners and tech vendors.
January 30
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Even the best clients in the most appropriate investments can panic when they’re watching their hard-earned savings shrink on a daily basis.
January 28
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A new research company from the rock frontman and TPG Investments will gauge the effectiveness of sustainable investments.
January 25
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The technology could make collecting more appealing to investors.
January 23
Capco -
Cash is becoming an attractive security blanket again for investors amid rising interest rates and stock market volatility, says an expert.
January 22
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It’s often hard to know just what is driving investor decisions.
January 22
Wealth Logic -
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The deal combines two of the financial services industry's largest technology and processing companies.
January 16
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Brexit, worries about trade wars and rising interest rates have prompted a selloff in developed country stocks.
January 16
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Money managers would be better off selling holdings at random, a study suggests.
January 16
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Launching an app doesn’t have to cost millions of dollars.
January 16
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BlackRock will see the largest reduction to its workforce since 2016.
January 11
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Working longer and taking on a part-time job are two of the simple strategies for seniors to curb the impact of a market correction. But there are other tips to consider as well.
January 9
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The LearnVest founder left the insurance giant and No. 6 IBD, in her latest surprise move after the firm shut down the startup’s online planning services.
January 9
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Taking these steps can help clients insulate themselves from some of the market volatility that we've been experiencing recently, says one expert.
January 7
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A record 186 funds were shuttered last year. What does this mean for the future of the industry?
January 7
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A record number of fund openings and closures were reported last year. What does this mean for the future of the industry?
January 4
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Beyond U.S. equities, the power balance tilted broadly to index funds in 2018.
December 31
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Lu Zhang, a finance professor at Ohio State University, has something to say about your hot new index funds. Here's why you should listen.
December 26
