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Summary: Robo-only advisors have recently been very successful at raising new capital and focusing their resources on winning over millennials. Therefore, we find it timely to discuss the client’s historical need of a financial adviser
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Summary: Over the last two years in particular, we have witnessed a series of events that have been highly disruptive to a number of retail broker-dealers
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Summary: RIA firms like Beacon, as well as larger wirehouses such as Wells Fargo and Morgan Stanley, are seeking to harness the power of social media more than ever before while treading carefully to keep within regulatory requirements. It's a way for advisers to stay on top of any professional and personal developments in their clients' lives that may require special financial attention.
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Summary: Bill Harris, founder and CEO of Personal Capital, shares his view of the role robos will play in the adviser space ten years from now. Personalization - hat was the buzzword echoed by three top executives of leading robo firms at SourceMedia’s annual In|Vest conference in New York.
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Summary: Increasingly, research suggests the wealthiest are interested in digital wealth management, and that advisers quickest to adopt digital advice tools into their practice are getting an edge over non-digital competitors.
