Technology

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Interactive Broker Group To Buy SMA 'Robo-Advisor'

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In a deal apparently partly inspired by the growing “robo-advisor” trend, electronic broker Interactive Brokers Group has agreed to acquire an online SMA platform.

Schwab CEO Praises ‘Robo-Advisor’ Start, Laments Low Rates

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The pace of sign-ups for the Schwab Intelligent Portfolios program has slowed after an initial burst.

Robo-Advisors Move On Taxes

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Wealthfront, Betterment, Schwab and FutureAdvisor now offer "tax-loss harvesting" as an automatic feature on investment accounts.

Schwab Robo-Advisor Launch Leads To Public Feud

by Mark Miller/Reuters

Charles Schwab's foray into the "robo-advisor" market has led to a public feud between the company and an investment manager who called the move a departure from Schwab's core values.

How Safe Are Your Clients’ Assets?

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Cybercrime is a growing threat in the advisor industry.

The Next Rung

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Faced with higher costs and tepid recruiting, broker-dealers want to grow organically—and smarter.

What Makes Orion So Special?

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It should be able to deliver the tech services advisors need in the years ahead.

AQR Finds Junk Risk Can Hurt

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A new study shows that the small-cap stock premium is alive and well … but only if you avoid the schlock.

A Starring Role

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ETFs are the building blocks for robo-advisors, which you can use to target younger clients.

Advisor Network Brings $2B To LPL's RIA Platform

by FA Staff

LPL Financial announced today that the Center for Wealth Planning (CWP), a nationwide network of independent advisors, has joined its RIA custodial platform.

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