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Summary: We recently got a chance to sit down with Torie Sandvig, who is responsible for all things related to putting on Schwab's IMPACT conference, to dicuss it's past, planning and the reputation it has as the industry's finest. This year IMPACT celebrates its 25th year in Boston from November 10th through the 13th. For more information, follow @Schwab4RIAS or #SchwabIMPACT, or visit impact.schwab.com
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Summary; It’s no secret that robo-advisors have been adding assets under management at a brisk pace. Betterment on Wednesday reported that its assets tripled during the first ten months of this year to $3 billion. But that 200% growth rate is piddling compared to what Cerulli Associates is projecting for the entire robo-advisor industry. In a report released Wednesday the research firm projected a 2,500% jump in robo assets by 2020, to $489 billion.
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Summary: If you are trying to decide on a financial advisor, perhaps you should ask another advisor. CNBC queried several industry pros on the most important qualities to seek when choosing a financial professional.
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Summary: Halloween is a time of candy, costumes and trick or treating. But mostly it's a time for people to dress up and “become” someone else for a night. How many people are really happy with who they are the rest of their days? This is one of the central questions for most humans when they think about their financial life: What are we willing to give up to be the ideal version of ourselves and avoid a scary ending?
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Summary: Peter Nesvold, the managing director of Silver Lane Advisors and lead author of the study, says that robo advisors are in danger if they are unable to improve their value proposition before more established financial institutions take over the automated advice market.
