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The term “estate planning” generally includes documents such as a Last Will & Testament, financial power of attorney, health care power of attorney and maybe a trust. However, to address the growing online presence of individuals...
(Bloomberg) - Wells Fargo & Co., the world’s most valuable bank, plans to start a robo-advisory service in 2017, Chief Operating Officer Tim Sloan said...
Before and after.
Earning a financial certification or professional designation has serious benefits for those working in financial planning, says the 2016 Survey of Trends in the Financial Planning Industry, a report by the College for Financ...
Already overwhelmed by the compliance requirements for email, newer forms of communication like social media and texting are proving to be a compliance challenge for financial services firms.
According to a survey of compliance professionals b...
(Bloomberg) -- Betterment LLC has surpassed $5 billion in assets under management, the first independent robo-adviser to do so, as financial technology startups broaden the reach of investing services and offer lower fees than many...
Robo advisers aren't going away any time soon, and the wealth management industry needs to make some changes if it wants to beat them and a host of other threats it is facing...
In February, the White House published its annual report on the economy, within which the Council of Economic Advisors included a fairly lengthy discussion around the growing use and impact of robotics and automation. While the research...
The amount of data being generated each year is growing exponentially. More data has been created in the past two years than in the entire previous history of the human race. By the year 2020, about 1.7 megabytes of new information will be...
