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The interactive tool gives clients a "visualization" of their financial lives on one page, and now doesn't require advisors subscribe to the larger Income Lab platform.
The new platform is meant to help advisors achieve portfolio personalization at scale, and bridge an industry gap between financial planning and asset allocation.
Yieldstreet has been helping hundreds of thousands of investors get access to a wide range of alternative investments for several years. The deal with Luma is "our first big push into the RIA channel," its CEO says.
Mike Esson, chief information security officer of $6 billion AUM Plancorp, seeks an edge through the latest technology but always weighs it against data security.
The brokerage app sued Commonwealth Secretary William Galvin, arguing against the validity of Massachusetts’ fiduciary standard. The state’s highest court ruled in favor of Galvin.
