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Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business, even as planners and clients craft 'panic wills' and reworked legacy plans.
Vanguard and Charles Schwab's websites both got high marks from investors making decisions without the counsel of a financial advisor, according to a new J.D. Power survey.