Technology

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Powering Up

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Enthusiasm for renewable energy is expanding and so are the investment options.

What’s In Your Impact Investment?

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Aeris and the Global Impact Investing Network have teamed up to devise better metrics to gauge the impact of impact investments.

Mobile Millennials

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Millennials will be a different breed of cat than their parents or grandparents have been when it comes to how they consume financial advice.

LPL Expands Private Client Platform

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LPL Expands Private Client Platform Boston-based LPL Financial LLC has expanded the availability of “Private Client,” a platform for financial planners serving high-net-worth clients,...

CFA Chief's Message To Fund Industry: 'Work Harder For Less'

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A five-year run of virtually uninterrupted stock-market gains in the U.S. and Europe has boosted assets under management but done little to lift margins for stock pickers who face tech competition.

32 Million Workers, Retirees Could Be Vulnerable From Hack To Fed Personnel Department

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The Office of Personnel Management data breaches by Chinese hackers could affect 32 million federal workers and retirees, House Oversight Committee Chairman Jason Chaffetz (R-Utah) warned Wednesday.

Pardon The Disruption

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Five keys to communicating the value of personalized investment advice in the era of robo-advisors.

Study: Millennials Still Wary Of Traditional Financial Firms

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A recent study suggests that among millennials, almost half would consider eschewing traditional financial firms for a digital alternative.

TD Ameritrade Wraps Up Conference With Cybersecurity Warning

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The former chairman of the House Permanent Select Committee on Intelligence warned advisors about powerful nation-state actors that threaten world cybersecurity.

In The Event Of An Emergency: Are You Tech Ready?

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Many RIAs are now on the hook for assuring clients that their systems will run at all times, regardless of circumstances.

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