JULY 17, 2020

INDUSTRY

Asia Martin

TD Ameritrade is one of the latest firms to be hit up for patent infringement money.

TECHNOLOGY

Aaron Klein

Riskalyze CEO Aaron Klein gives the thumbs-up or thumbs-down on the biggest news to hit advisor technology in the previous month.

SPONSORED CONTENT

Sponsored by Black Diamond Wealth Platform

A new world of zero commission trading and direct indexing.

HIGH NET WORTH

Judy Spalthoff

The current confluence of change, opportunity and impact illustrate that families are recasting what their money means.

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