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Summary: Charles Schwab & Co. launched a second version of its automated investment service on Tuesday, this time a robo platform for advisers to implement within their own practices.
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Summary: There are five forces of change affecting the advice industry over the next five to 10 years, Sanjiv Mirchandani, president of Fidelity Clearing and Custody, said in a webinar.
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Summary:Client segmentation is critical to an advisory firm’s growth, productivity and profitability, according to new research from Cerulli Associates.
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Summary: As the average age of financial advisors creeps upward, the industry is looking for the next generation of advisors to replace them. 2015 report by PwC of CEOs at global financial services firms found three-quarters of respondents believe diversity at their firms has led to more innovation, and better customer satisfaction and business performance.
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Summary: The financial services industry still has a woman problem, even as a new generation is entering the industry. According to a recent PricewaterhouseCoopers survey, half of millennial women felt that promotions in the financial services industry are biased toward men.
