An analysis by Zoe Financial looks at the effect 'unbundling' has had on the financial services industry, and cites Northeastern Professor Nicole Boyson's research on the conflicts dually-registered RIAs face.
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The sentencing of Jay B. Ledford comes several weeks after his co-conspirator was sentenced to 22 years in prison, with both also ordered to recoup victims' losses.
Going by the shortened name of Cy, the new offering purports to combine the human and algorithmic in its investment mojo, though not in the conventional sense.
