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On the heels of LPL’s $28 million purchase of AdvisoryWorld, CEO Dan Arnold wasted no time providing details on integrations and the development of its own CRM.
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.
