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FEBRUARY 6, 2018

ETFS

An Open Letter to Our Copycat Trader

Grant Engelbart

To our copycat trader, we’d like to fill you in on some ETF trading best practices.

FULL ARTICLE

RETIREMENT PLANNING

Financial Engines to Offer Advisory Services To ADP Clients

Michael Thrasher

The agreement will give 1.7 million plan participants access to the independent advisor’s full suite of services.

FULL ARTICLE

SKIN IN THE GAME

Steve Lockshin: A Domino Effect

Diana Britton

AdvicePeriod’s Steve Lockshin was an early investor in Betterment. That opened the door for him to make more investments in fintech firms in the advisor space.

FULL ARTICLE