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  • 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
  • Jun 5, 2015

    Personal Capital: Don't Call Us a 'Robo'

    Personal Capital Co-founder and CEO Bill Harris says his firm is not a robo-advisor....More
  • Jun 4, 2015
    The Daily Brief

    Bill Gross on Display

    Artifacts, like fuzzy dice and Beanie Babies from Bill Gross' desk, will be part of an exhibit called “American Enterprise,” according to The Washington Post....More
  • Jun 3, 2015

    Pershing’s New Plan to Get FAs to Embrace Technology

    Pershing announced a new strategy to help advisors digitally collaborate with clients at its annual INSITE 2015 conference in Orlando....More

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