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Financial advisors are constantly told that they need to use automation and AI in their everyday practices. But, it can be assumed that not all of them are 100 percent comfortable in doing so. Should they be worried or should they just go for it?
According to the fintech firm, Broadridge's acquisition will help advisors better prepare for the implementation of the SEC's Regulation Best Interest rule.
SkyView Partners has launched Advisory Practice Board of Exchange, a subscription-free online platform for buying and selling wealth management practices that features access to bank financing.
"Money in Motion" will offer advisors the chance to track inflows and outflows, and set their own designed benchmarks for performance, according to the clearing and custody provider.