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Fintechs find new focus helping clients with cash management

Added on April 2019 in Other Ideas
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Summary: Since Wealthfront launched Federal Deposit Insurance Corp.-insured high-yield savings accounts in February, the digital adviser said clients have deposited more than $1 billion, generating $2.5 million in interest. With that success, Wealthfront is increasing interest rates on the cash accounts to 2.29%.

Effective Marketing Starts with a Solid Foundation

Added on April 2019 in Form an RIA
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Summary: Having helped many RIAs with marketing, I find that the firms that are most successful in their efforts are those that have established a message, plan, and resources before they begin.  

InvestmentNews announces 2019 Innovation Awards winners

Added on April 2019 in Other Ideas
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Summary: Six firms received InvestmentNews Innovation Awards Wednesday night for their creative and effective approaches to helping advisers run better businesses, improve client outcomes and tackle other planning industry challenges.

New York City Market Dominator Looking to Acquire

Added on April 2019 in Other Ideas
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SummaryWe are a boutique wealth management firm with offices in NYC, Westchester and Long Island. We provide asset and wealth management, risk and protection management, financial planning, as well as trust and legal services to our clients. We are looking to continue to grow our business by helping advisors with succession strategies and by acquiring other practices. We will entertain any and all ideas

New Jersey Proposes Uniform Fiduciary Rule For Brokers and Advisors

Added on April 2019 in Form an RIA
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Summary: Broker/dealers and their reps doing business in New Jersey should be required to operate under a higher standard that currently applies to investment advisors, according to a new proposed rule released yesterday by the state's Bureau of Securities. The rule would require all financial advisors registered in the state to act as fiduciaries, making New Jersey one of the first states to propose a uniform fiduciary standard for all financial services professionals.

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