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At FSI OneVoice, Fidelity's David Canter says if advisors want to defend their price, they'll have to articulate their value (beyond investing) to clients.
At the Inside ETFs conference, a panel of investors on where to position portfolios for the Trump Bump—barring any 4 a.m. tweets from the commander-in-chief.
Advisors are telling clients to stay the course after Trump's win, RBC Wealth Management partners with MoneyGuidePro and Apex Clearing adds Smartleaf rebalancing technology.