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While they may miss out on some benefits, advisors could be better off from the termination of Visa's plans to acquire account aggregator Plaid, according to observers.
Not unlike clients who come to advisors for a quick fix to their financial woes and expect unrealistic returns, advisors who turn to traditional marketing to get them past growth hurdles are destined for immense disappointment.
Relying on a mix of APIs, special methodology and a tech-forward attitude, Vestwell and Franklin Templeton aim to give advisors more control over managed retirement accounts.
Vestmark's Rob Klapprodt shares the firm’s outsourcing and digital technology approach designed for investment enterprises, financial advisors and their clients.
The Securities and Exchange Commission said in a lawsuit that Ripple raised at least $1.4 billion through the sale of XRP without first registering it as a security with the agency.
