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Mark Cuban, Even Chris Cox Condemn SEC as 'Rogue' Agency

Added on December 2014 in Thought Leadership
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Summary: Can U.S. investors obtain justice? The discouraging answer is that if you’re a billionaire prepared to give up five years of your life waging a full-court defense, then justice might eventually prevail.

Tony Robbins gets advisers talking at the 2014 MarketCounsel Summit

Added on December 2014 in Thought Leadership
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Summary: Tony Robbins brought his message championing independent advisers and a fiduciary standard on the road, taking the stage at the 2014 MarketCounsel Summit in Las Vegas, Nevada. His comments got advisers talking on Twitter, and we've pulled together a collection of the top tweets about Mr. Robbins' turn in the spotlight at MarketCounsel.

Best financial advice blends technology and human touch

Added on December 2014 in Thought Leadership
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Summary: As more online-only wealth management platforms, commonly referred to as  robo-advisors, crop up in the marketplace, investors find themselves with a wider array of investment advisory and portfolio management options than ever before.

Regional RIA Rundown

Added on December 2014 in Thought Leadership
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Summary: Spotlight on American cities where independent advisers are thriving.

Service firms race to help advisers create digital platforms

Added on December 2014 in Thought Leadership
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Summary: Custodians and other firms that serve financial advisers are scrambling to help them integrate digital platforms that will enable them to profit from younger clients and those with fewer assets.

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