The Center of Influence for Financial Advisors and RIAs - Click Here

FinTech

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Visory Launches Out Of Merger To Offer Tech To RIAs

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Missouri-based Visory of was formed through the combination of True North Networks and RightSize Solutions.

BofA Expected To Pay $200M Fine For Personal Device Misuse

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The company will pay an amount in line with penalties that have been levied across Wall Street banks.

The Five Keys To Technology Adoption

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Don't look now, but the New School needs the Old School.

The Big Squeeze: Leading Through the Talent Crisis

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It's hard to find talent these days, and our biggest human capital challenge may still be ahead of us.

FPA Debuts College Planning Certificate Program For B-D Financial Advisors

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The course is designed to help planners better understand how to assist their clients with the challenge of financing a college education.

RIAs In A Whipsaw Decade

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The days of “too much of a good thing” could be coming to an end.

Wall Street Texting Habit Sticks Banks With Rare $1 Billion Bill

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The five biggest investment banks are about to be fined for lax controls over employee electronic messaging.

Advisors Say AI Tools Are Often Too Complex

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Almost all advisors believe AI will transform the way they interact with clients, a survey says.

Investors Take Bitcoin Off Exchanges As Crypto Winter Settles In

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Investors in the world's biggest cryptocurrency are going into hibernation mode.

Bitcoin's Fair Value Is Tied To Gold And Tech Stocks

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Just four factors explain 88% of the variance in the digital currency's price over the last four years.

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