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The Future Of The IA World


As technology disrupts the world, the advisory business will face an unprecedented makeover.

The Appeal Of The Successful Business Owner

by ,

She is the high-quality client who can lead to the success of a professional’s practice.

Into The 21st Century, Finally


FinaMetrica’s improved platform is more flexible and better for users.

Rewriting The Global Fund Playbook


M. Vinson Walden’s global fund values ideas over style boxes.

Harvesting Financial Info For Advisors


Harvest, a social platform for investing ideas, is gaining traction with users ranging from big-name financial services firms to financial advisors.

HD Vest Enhances 1040 Tax Analysis Tool


Irving, Texas-based HD Vest Investment Services has added a new round of enhancements to its 1040 Analyst tool.

Consumer Saving Increased In 2014, Study Finds


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.

Fidelity Investments Aligns Clearing And Custody Units

by FA Staff

Boston-based Fidelity Institutional has combined its clearing and custody businesses into one unit.

Folio Investing Acquires Accounts Of BUYandHOLD

by FA Staff

Folio Investing has expanded its retail business with the acquisition of more than 20,000 customer accounts of the online investing service BUYandHOLD.

Charles Schwab Says It Seeks New CFO


Charles Schwab Corp. is searching for a new CFO and is weeks away from introducing its ETF robo-advisor platform, says CEO Walt Bettinger.

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