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It wasn’t just the robos that had issues during the market rout, Riskalyze launches Riskalyze Retirement Solutions at T3 and Advisor Group partners with The W Source.
Craig David Dima has been barred for inappropriate toothpaste trades, unclaimed 2013 tax returns total $1 billion and digital account aggregation is the new normal.
Reports of our imminent demise are greatly exaggerated. We can justify our fees in an age of digital disruption by staying relevant and enriching the lives of our clients.