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Financial Technology services that help innovate a Wealth Planner or Advisors practice. See the latest news on developing wealth management technology and more.
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Yasmin Dahya
J.P. Morgan Launches Long/Short ETF
Jan 26, 2018
J.P. Morgan debuts new alternative beta ETF, wealthy clients concerned about being found out and Robinhood starts trading cryptocurrencies.
finra
FINRA Opens Helpline for Small Firms
Jan 25, 2018
FINRA opens small firm helpline, advisors are better off putting their phones away and how to help the UN raise money for Sustainable Development Goals.
$5 bill jeans pocket
More Millennials Are Saving
Jan 24, 2018
Millennials are stepping up their savings game, Fidelity recognized for its digital user experience and Kestra names Kris Chester its new COO.
Jeff McCarthy BNY Mellon
ETFs Are a Technology
Jan 23, 2018
Jeff McCarthy, CEO, Exchange Traded Products, BNY Mellon, discusses ETF innovation at the Inside ETFs Conference.
money behind curtain
The High Costs of Low-Fee Investments
Jan 17, 2018
The hidden costs of low-fee investments are a drag on retirement plans, WEX Health partners with DailyVest on HSAs and clients want a personal relationship with advisors.
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