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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
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Summary: In the process, established and emerging robo-advisers have begun to mimic each other, either through similar features or by echoing statements ripping into their bigger competitors.
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Summary: Fee-based pricing is on the upswing after falling for several years and landing under 1% in 2013, a new report shows. Advisers charged an average of 1.02% on client assets in 2014, compared with 0.99% the previous year, according to a PriceMetrix Inc. report released Monday that analyzes transaction and account data of 40,000 advisers.
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Summary: Two weeks after it launched Schwab Intelligent Portfolios, becoming the first custodian to launch an automated portfolio allocation service for retail investors, Schwab is making the technology the backbone of an account management tool for registered investment advisors.
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Summary: Not surprisingly, financial infidelity can destroy relationships, but advisers in some cases can help clients work through the problem. In other cases, however, more than just a financial professional is needed.
