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If planners can navigate data privacy and compliance concerns, the app can connect them with a huge new audience.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. TikTok and advisors: Is a savvy algorithm worth privacy concerns?
By Ryan W. Neal      4 min read
If planners can navigate data security and compliance concerns, the app can connect them with a huge new audience. Read More →
FINANCIAL PLANNING
2. Bad advice on TikTok: Can financial advisors fight back?
By Ryan W. Neal     4 min read
Venturing into the new social media platform, planners are encountering a deluge of misinformation, day trading and get-rich-quick schemes. Read More →
FINANCIAL PLANNING
3. Fidelity’s $3 challenge to Schwab: The latest twist in digital advice subscription pricing
By Ryan W. Neal     3 min read
The firm is dropping management fees on robo accounts with $10,000 to $50,000, turning to a minimal per-month charge instead. Read More →
HOT MIC
Why building a tech stack is like going to the bike shop
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Q: What recommendations do you have for advancing the community of professional financial advisors?

A: “I’ve said throughout my career: people are the product. We all do what we do because we love this industry, but it’s about the people … The more we can do as advisors to get together as a community, share information and help investors, I think that will solve a lot of our problems,” says Dana Rhodes, Riskalyze’s managing director for enterprise services.
Get the whole conversation →
Raising Capital
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IPO done, nCino now has to prove it can turn a profit
By Jon Prior     3 min read
The pressure is on the fintech, which helps banks make digital loans, to stanch its losses and show its lofty market valuation was deserved. Read More →
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