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The app allows wealthy investors to get quick answers to complex questions, CEO Eric Poirier says.
June 19
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The client relationship should be the sole focus of new technologies, says the firm’s chief operating officer.
June 19
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The No. 1 IBD has stopped offering the higher-yield funds in its automated bank deposit programs, but it notes they’re easily accessible in investment accounts.
June 19
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The firm says it will focus the new funds on tech, demographics, urbanization, climate change and emerging global wealth.
June 17
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The “materiality of risks with not considering" the strategy is the primary consideration for its implementation, a UBS survey finds.
June 17
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Two-thirds of women say they don’t work with an advisor because they believe they can’t afford it or don’t have the necessary assets.
June 14
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The firm agreed to “remove language that formed the basis of the alleged misrepresentations."
June 14
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Revisiting his predictions from 2017, he doubles down on the importance of firms adapting to embrace industry trends — and offers some new forecasts.
June 13
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Advisors will find the lowest, near-zero fund. Do they read the fine print?
June 13
SEI Adviser Network -
The firm hopes to follow advisors' lead on what's best for their business in its outsourced advisory models, says CIO Burt White.
June 12
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But the new rules may be a boon for some fintech firms.
June 12
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The rule can only be effective if the investing public accurately understands its implications, says the firms’ chief platform officer.
June 12
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Each of these funds has its own way of adding high-octane assets into clients' portfolios.
June 12
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Finding the right mix of tools can be daunting, says the firm’s director of financial planning.
June 5
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The mobile technology came in last in a new J.D. Power survey.
June 5
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Fear of a liquidity plunge outweighed political risks in a recent JPMorgan survey.
June 5
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The robo strikes a deal to offer direct deposit service and debit cards.
June 3
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The longer the investing view one has, the easier it is to measure the effect of rebalancing on a portfolio, and to see if it adds value over time.
May 30
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The world’s largest asset manager and robo advisory platform may soon have competition at the top.
May 29
