June 23, 2018

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Featured News

New ways to pay for college

Experts respond to real-life scenarios of people struggling to afford higher education.

Silicon Valley, AI hit the finance world

As adviser technology continues to expand, how should a firm go about building the ideal tech suite?

Ways to improve adviser adoption of new technology

Buying the tools is only the beginning. Firms must follow up with incentives, training and hand-holding for some.

Independence of auditors critical when easing broker regulations

Basically, the legislation would create simplification.

How technology is reshaping the advice business

Artificial intelligence, Amazon and robo-advisers are some of the topics on the minds of tech experts.

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