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CFAs believe Donald Trump will positively impact investment management, RiXtrema's new fee database will help with DOL compliance and a South Carolina financial advisor must serve two years in jail for fraud.
Welcome to the October 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. If you’re an advisor and you...
Andy Millard loses election for NC House seat, experts predict a post-Trump victory stock market bubble and wealthy investors are clamoring for robo advice.
