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Goldco releases a Bitcoin IRA, Ernest Romer III is accused of defrauding clients, and SIFMA redesigns its website to avoid "bottomless silos of information."
Broker/dealer executives aren't comfortable with their firms' cybersecurity, Schwab survey finds everyday financial stress is a detriment to retirement planning, and Natixis' Managed Portfolio Advisors builds a flexible UMA platform for Securian...
The idea that asset management is a mindless endeavor devoid of skill, art or judgement is a harmful one. Even cheap, automated strategies have varied outcomes. The humans behind the machines still matter.
Welcome to the July edition of the Riskalyze Fintech Review, where Riskalyze CEO Aaron Klein gives you the thumbs-up or thumbs-down on the biggest pieces of news to hit advisor technology in the last month.