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FINRA’s recent alert of the risks that financial data aggregation poses to clients fails to highlight the crucial role the technology plays in protecting them in many other ways.
Most clients expect to see all their financial data in one place, but some aggregation techniques—like “screen scraping” or requiring usernames and passwords for access to accounts—put them at risk. As an industry we need to lead with standards...
E*Trade completes acquisition of custodian Trust Company of America, Derek Bruton joins Chalice Wealth Partners and a veteran broker builds a new planning and investment app.
Ironically, the desire for human advice is one of the biggest roadblocks keeping companies like Facebook, Amazon, Apple, Netflix and Google out of the robo space, according to a new Cerulli report.