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Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale
Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.
How Envestnet Is Building the Operating System for Modern Wealth Management
Envestnet has evolved from a TAMP to an open, configurable, unified ecosystem, merging investment management, tax optimization, data intelligence.
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Robinhood's future is 'toast,' says 'Wolf of Wall Street' Jordan Belfort
The self proclaimed “Wolf of Wall Street,” Jordan Belfort, expects Robinhood to go out of business over the GameStop trading controversy.
Carson Block Suspects Hedge Fund Coordination in Short Squeezes
To him, the parabolic moves look less like the product of Reddit-driven retail orders than a short squeeze by hedge funds targeting other hedge funds.
Here's What Could Spark The Next 10% Market Correction, Bank Of America Warns
Bank of America analysts say that investors' bullish expectations are the highest they've been since right before the Great Recession.
What Women Need To Do Now To Protect Their Finances In Their Golden Years
The financial problems for older women have steadily worsened over time as life expectancies have increased and medical expenses have soared.