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3D Asset Management: When Lockdowns End
Social reconnections are ready to burst at the seams. However, the market continues to favor pandemic "winners" on the rising side of the K economy.
Goldman Readies Mass-Market Robo Platform
The bank has reportedly begun internal testing of the digital service, called Marcus Invest, with a larger rollout planned for early 2021.
Dynamic Advisor Solutions Announces 17 New Wealth Advisors in 2020, Expands Nationwide Network
The new advisors expand the Dynamic network across the U.S., totaling approximately 80 advisory practices. Both IARs and RIAs serve 4,500 clients.
Envestnet Survey Finds Hourly, Fixed Advisory Rates Surging Since 2015
Where's the fee compression? Latest advisor survey finds fee-based compensation stronger than ever, especially when it comes to "alternative" payouts.