Find the latest industry news below.
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3 Hot Trends in RIA Technology
on August 23, 2019 at 3:34 am
The right technology can help you build scale, not just automate existing processes. &nbs […]
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Decentralized Finance Is Coming. Advisors Who Adapt Can Thrive.
on August 23, 2019 at 3:19 am
Ironically, clients will need human advice to get more out of the independence that decentralized services will enable. &nbs […]
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FIDx to Offer Ebix Annuity Marketplace Technology
on August 22, 2019 at 10:31 pm
FIDx launched its Ix insurance exchange program in June. &nbs […]
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Dawn Bennett Appeals 20-Year Prison Sentence
on August 22, 2019 at 10:07 pm
Bennett was sentenced in July for defrauding retirees out of $20 million. &nbs […]
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Half of Advisors Look for Market Downturn Next Year: SEI
on August 22, 2019 at 9:43 pm
Geopolitical uncertainty rattles a majority of advisors and their clients. &nbs […]
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The US Economy: Deeper Debt, Slower Job Growth Than We Thought
on August 22, 2019 at 9:39 pm
The Congressional Budget Office and Bureau of Labor Statistics have revised their projections in a bearish direction. &nbs […]
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Ladenburg: Turnkey Retirement Plans Now Available to Advisor Business Clients
on August 22, 2019 at 8:12 pm
No longer deterred by hurdles, plan sponsors now are able to access the Qui(k) program through their affiliated advisor. &nbs […]
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US Investor Confidence Sinks to 3-Year Low: Wells Fargo
on August 22, 2019 at 8:05 pm
Market volatility was "key driver" of weaker investor optimism, the company's head of Client Service and Advice says. &nbs […]
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New Hampshire Is Latest State to Enact Bill to Protect Seniors
on August 22, 2019 at 7:56 pm
Virginia, Arizona and Maine have also enacted similar bills this year. &nbs […]
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5 Things for Agents to Know About the Big New Accounting Thing
on August 22, 2019 at 7:00 pm
This battle could shape what life insurers want to sell, and for how much. &nbs […]
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RIA in a Box Offers Cybersecurity Tips for Advisors
on August 22, 2019 at 6:58 pm
A firm's employees can be its greatest cyber defense and weakness, the compliance software maker says. &nbs […]
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How to Mitigate Portfolio Damage From a Bear Market
on August 22, 2019 at 6:35 pm
Retirees who pay expenses from their portfolios can get a double whammy when the stock market drops. Here's how UBS helps protect them. &nbs […]
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Ariel's New Co-Chief Is Taking the Firm (Patiently) to the Next Level
on August 22, 2019 at 4:29 pm
Hobson tells ThinkAdvisor about Ariel's "patient" investing strategy and how she was motivated by her financially insecure childhood. &nbs […]
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Captrust Buying $3.7B South Texas Group
on August 22, 2019 at 3:44 pm
The Texas firm's founder died of cancer in April. &nbs […]
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The Best Ways to Build Your Firm's Core Values
on August 22, 2019 at 3:06 pm
Even before you can hire staff or attract clients, you need to understand the central values that shape your firm's approach to life. &nbs […]
