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  • Jun 23, 2015
    The Daily Brief

    Google Search Shows We Look For Bad Advice

    When it comes to investing advice, the Internet may be a financial advisors’ worst enemy....More
  • Jun 22, 2015
    The Daily Brief

    Robo Revolution?

    ​Robo advisors, broadly defined, could control $2 trillion, or 5.6 percent of investable assets, by 2020, according to consulting firm A.T. Kearney....More
  • Jun 19, 2015
    The Daily Brief

    Time to Change How the Game is Played?

    Almost three quarters of advisory firm executives feel pinched by a talent shortage, but few are changing how they recruit....More
  • Jun 9, 2015

    Capital One Merges Advisory Business With Online Investment Platform

    Capital One's plan to enhance its advisory business also means its in-house advisors are getting new tools, including rollouts of MoneyGuidePro and Envestnet....More
  • Jun 9, 2015
    The Daily Brief

    What's In Your Portfolio?

    Capital One Sharebuilder rebranded on Monday as Capital One Investing, merging its online brokerage and advisory practice divisions...More
  • Jun 8, 2015
    The Daily Brief

    Smart Beta Critics “Supping on Thin Gruel”

    Critics of factor investing, and there are many, often claim the results of back-tested studies used to prove the worth of strategies built around a stock’s momentum, size or value are really just “mining the data” to make their point....More

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