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Joe Duran outlines the company’s strategy for its mass-affluent advisory push.
May 20 -
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The value advisors provide has not been historically aligned with the price clients pay. That’s changing, says the Facet Wealth CEO.
May 8 -
The investment platform, which is in the early stages of development, will be part of Marcus, the firm's consumer bank.
April 17 -
The market can't go up indefinitely, says Facet Wealth CEO Anders Jones, who predicts RIAs looking to fund growth-by-acquisition might find themselves cut off.
November 7 -
For potential landlords, owning rental property can sometimes be managed from a laptop or even a phone.
October 5 -
Copying big banks, smaller institutions are pairing with robos to meet changing mass-affluent preferences in long-term investment products.
September 28 -
Bank of America has plans to expand the self-directed platform’s reach even further.
September 12 -
Banks are opting for a hybrid approach, augmenting in-person advice with digital guidance.
June 11