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Summary: Text messaging. We're all doing it. In a recent Pew Research Center study, researchers found that 97% of smartphone owners send text messages. Not only is text messaging easy to do from a mobile phone, it's a highly effective and efficient way to communicate — and financial services companies can't ignore it.
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Summary: How should robo-advisors be regulated? That’s a question the Securities and Exchange Commission must tackle, as assets managed by these firms will surge to $2 trillion in the next five years, argues SEC Commissioner Kara Stein.
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Summary: ConnectRoot represents another big step in the myriad ways technology is making independent advice increasingly successful — and the future of financial advice
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Summary: Advisor technology was an area of focus again this year at Schwab IMPACT 2015, with the company unveiling enhancements of many of its advisor technologies.
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Summary: Despite how much time and energy is spent writing, talking and thinking about the rise of online financial advice, it's still a fairly misunderstood topic, according to the Tiburon Research Group. Everyone seems to have a different definition of “robo-advisor,” and they lead to huge differences when determining the impact online advice has on the wealth management industry.
