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  1. Articles

    Will the LearnVest-Northwestern Mutual deal lead to a culture clash?

    Deal bodes well for fin tech firms, robos, but it's uncertain whether the indie financial planning service can keep its culture going forward.

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    Take that, Schwab: Wealthfront to expand free tax-loss harvesting

    In yet another response to Charles Schwab & Co.'s retail robo-adviser, Wealthfront will begin offering daily tax-loss harvesting to accounts of all sizes for free in April.

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    Schwab keeps forced cash allocation for newly announced advisers' robo

    The custodian will require institutional users of its robo-platform to hold a certain amount of assets in cash. (See also: 10 top robo-advisers to watch)

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    Know the cyberrisks to thwart them

    There's more to cybercrime than stealing client data, such as reputational risks to your brand

  3. Articles

    The smoke and mirrors of stock repurchase plans

    Breakfast with Benjamin: These plans are all the rage, but whether they provide any benefits to shareholders is a whole different issue.

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    Robo rumpus gets vicious

    The battle between robo-advisers and Charles Schwab & Co. is heating up. Online investing companies like Betterment and Hedgeable have jumped in to rally against Schwab Intelligent Portfolios, the discount broker-dealer's new retail robo-adviser. The arguments have spanned across the web on blog ...

  5. Articles

    Wealthfront CEO accuses Schwab of deceiving investors with 'free' new robo

    Adam Nash says Schwab is straying from its original values to profit from hidden costs.

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    As Apple Watch details emerge, what's in it for advisers?

    As Apple gets ready to take the wraps of its much-anticipated smart watch, financial advisers — and some of the companies that work with them — see a bigger role for wearable technology in the years ahead.

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    Schwab to launch adviser robo in Q2; consumer version unveiled today

    Charles Schwab & Co. will unveil its white label online platform for advisers in the second quarter.

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    Wealth Access integrates with MoneyGuidePro

    A personal financial management platform is streamlining its process with the financial planning software MoneyGuidePro.

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    Fidelity combines clearing and custody units, creates tech division

    Fidelity Investments combined its clearing and custody units on Tuesday and created a new technology division. Fidelity Clearing and Custody will be headed by Sanjiv Mirchandani, the president of National Financial. The combined clearing and custody units ended 2014 with $1.5 trillion in assets

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    Integration is the next big thing

    Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.

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    Some advisers still not following social media movement

    As many in the industry endorse the merits of online networks, some are bucking the trend by eschewing LinkedIn and Twitter altogether.

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    Taxes might not be the main reason U.S. companies are relocating overseas

    Breakfast with Benjamin: Maybe taxes aren't the reason U.S. companies are relocating overseas. Plus: Individuals are also leaving the country, cybersecurity spending spikes, and four good reasons to save more money.

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    Sallie Krawcheck: Don't underestimate robo-advisers

    Sallie Krawcheck says online advice industry is filling a gap in the marketplace.