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The pitchman for Robinhood, the no-fee stock brokerage, looks a little like actor Seth Rogen: bearded, chubby, and, to some viewers, possibly stoned.
As technology disrupts the world, the advisory
business will face an unprecedented makeover.
She is the high-quality client who can lead
to the success of a professional’s practice.
platform is more flexible
and better for users.
M. Vinson Walden’s global fund values ideas over style boxes.
Harvest, a social platform for investing ideas, is gaining traction with users ranging from big-name financial services firms to financial advisors.
Irving, Texas-based HD Vest Investment Services has added a new round of enhancements to its 1040 Analyst tool.
The average household’s savings rate increased to 5.5 percent in 2014, up from 4.6 percent in 2013, according to recent research from Hearts & Wallets.
Boston-based Fidelity Institutional has combined its clearing and custody businesses into one unit.
Folio Investing has expanded its retail business with the acquisition of more than 20,000 customer accounts of the online investing service BUYandHOLD.
A person who believes a huge financial gamble is about to pay off experiences the same brain activity as in one about to get a hit of cocaine, and the thought of a financial windfall is even more powerful than the sight of a naked body, he writes.
The national debate fanned by President Obama over new fiduciary standards for financial advisors shows that the country is veering too much toward punishment, says expert Donald Trone.
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