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Summary: Robo-advisors have almost $16 billion in assets under advisement, according to Corporate Insight, and directly manage almost $4 billion. Furthermore, they’ve earned those assets in only a few years of providing online advice. There are limitations to using an online advice provider, though, according to Equity Institutional. The firm recently released a white paper addressing those limitations.
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Summary: Welcome to Research magazine's Advisor Hall of Fame, now in its 24th year. This eagerly anticipated annual feature has become a benchmark of excellence in our industry and an example to all of the rewards that result from effort and integrity.
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Summary: It’s fascinating to watch technology move to center stage as a critical part of helping investors communicate with their advisors, and have clarity and confidence in their financial future. A key player in this shift has been the robo-advisor.
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Summary: The world's best investors have one thing in common—asymmetrical risk and reward, self-help author Tony Robbins says. Robbins told CNBC's "Squawk Box" on Friday that he reached that conclusion during the four years he spent writing his first book in two decades, "MONEY Master the Game: 7 Simple Steps to Financial Freedom."
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Summary:
Charles Schwab's IMPACT 2014 conference descended upon the Colorado Convention Center in Denver this week. While plenty of face-to-face networking took place during this year's event, many also took to Twitter to share their real-time reactions. We tracked the social buzz from Day 1 through to the Friday conclusion.
