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Available to anyone by signing up and providing an email address, the pioneer robo advisor bets on building a service millennials won’t be able to live without.
Assuming customers take to the new cash management tool and the company’s estimates prove accurate, it could ultimately prove lucrative for the robo advisor.
Aiming for improved advisor and client experiences, LPL goes above and beyond its $120 million technology budget to purchase technology firm AdvisoryWorld.