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Summary: Launching its own online advice platform, Charles Schwab & Co. Inc. is aiming to make low-cost, web-based advice even cheaper in the latest development in the quickly evolving business, but some industry watchers say it could rankle advisers who custody assets with the firm.
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Summary: Betterment, the four-year-old robo-advisor, announced Wednesday the launch of Betterment Institutional, which will provide advisors with a self-branded, automated platform to serve existing clients and attract new clients with Betterment’s investing, tax harvesting and automated rebalancing offerings.
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Summary: A majority of Americans nearing retirement are eyeing financial advisors for help with planning for the costs of health care.
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Summary: Custodians, those longtime third-party guardians of customer securities, are launching new products that give traditional registered investment advisers the technology to compete against so-called robo-advisers.
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Summary: Each year, InvestmentNews' benchmarking series looks at how top-performing firms rise above market conditions and industry competition to set themselves apart. This year's study — the InvestmentNews 2014 Financial Performance Study of Advisory Firms — is no different.
