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Each of the six next-generation advisers InvestmentNews has followed over the past year — their first in the financial advice business — is finding his or her own focus in this changing industry.
SEC chairwoman Mary Jo White has endorsed the idea of using third-party examiners to increase the frequency of compliance exams for registered investment advisers. It is a good solution for a widely acknowledged problem, but any plan to allow
It's time to call a truce in the war of words among robo-rivals and get back to business.