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| Michael Thrasher The brokerage is rolling out a commission-based retirement account on its advisory platform for investors who do not need ongoing, annual management. |
| Jon Stein, Betterment CEO It's time to evolve past the traditional 90/10 investment portfolio into something that's globally diverse, with tax optimization. |
| Michael Thrasher UBS advisors will now have access to a version that includes multi-asset portfolio analytics and one-click analysis of their entire book of business. |
| Ryan W. Neal The first component of Cetera’s new tech stack consolidates the firm’s three core advisor-driven investment programs into one dashboard. |
| Michael Thrasher A comment period will follow a coming regulatory notice. |
| Ryan W. Neal At its annual Advisor Summit, Envestnet showed how it plans to stay ahead in the wealthtech race. |
| Jamie Price, Advisor Group CEO What will be the big disruptor in 2022? Advisor Group CEO Jamie Price tells advisors to view its inevitable arrival as an opportunity. |
| Stephen J. Putnoki-Higgins Decision turns on definition of “prevailing party.” |
| Stephen Boswell and Kevin Nichols It's harder to get social with out-of-state clients. Here are the ways it can be done. |
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