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At its annual conference, the network of independent broker/dealers launched new tech platforms to help with marketing and succession planning, as well as a new information council to address planning for client longevity.
Despite the slowdown in startups, the fintech revolution isn't over—it’s been co-opted by the incumbents, and that’s an opportunity for financial sector investors.
TD Ameritrade clients can now make trades on Facebook Messenger, Popular Community Bank establishes a private banking division and a former NFL player says America has retirement crisis.
Michael Hartnett changes his timeline for a correction, EquityZen values Betterment at $1 billion and IHT Wealth Management partners with nVision Wealth Group.
The AI Powered Equity Exchange-Traded Fund will use IBM Corp's Watson artificial intelligence technology to pick several dozen stocks with potential to beat the market.