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Registered Rep.
October 21, 2014
Mindy Diamond |
The Breakup: When Partnerships Go Awry Like all too many marriages, advisor teams that often seemed inseparable wind up crumbling and falling apart for a variety of reasons.   |
Registered Rep.
October 17, 2014
Kevin McKinley |
Four Ways to Save for an Early Retirement Most early retirees are going to need alternate funds to cover living expenses before traditional sources of retirement income kick in. |
Registered Rep.
October 10, 2014
Mark Miller |
Healthcare Inflation is on the Mend Tame healthcare inflation is good news for your retired clients. |
Registered Rep.
October 10, 2014
Megan Leonhardt |
Half of HNW NextGen Investors Keep Parents' Advisors About half of high-net-worth millennials are likely to keep their family's financial advisor when they inherit. |
Registered Rep.
October 8, 2014
Diana Britton |
Are Advisors Disillusioned with Alternatives? According to WealthManagement.com's 2014 AdvisorBenchmarking RIA Trend Report, fewer RIAs are using alternatives in their client portfolios this year than last. |
Registered Rep.
October 29, 2014
Diana Britton |
Wealthfront's Nash on the Robo's $64 Million Infusion Wealthfront has now raised more capital than other prominent robo advisor platforms, including LearnVest and Betterment. The company now manages $1.5 billion. |
Fast Company
Chris Gayomali |
Apple Reportedly Wants Apple Pay To Replace Subway Swipes The company is looking to expand the iPhone's touch confirmation capabilities into other fields, including -- possibly -- public transit and building security. |
AskMen.com
Brian Josephs |
Apple Pay Your already-convenient millennial lives just got easier thanks to Apple. Today, the California-based company officially launched Apple Pay. |
Fast Company
November 2014
Austin Carr |
Unfinished Business: Max Levchin's Quest To Build the Next PayPal Building Affirm, which he launched in the spring of 2012, is not Levchin's first battle. The 39-year-old serial entrepreneur cofounded PayPal. Affirm's goal is to reimagine the idea of a bank from the ground up. |
HBS Working Knowledge
October 15, 2014
Dina Gerdeman |
Apple Pay's Technology Adoption Problem Apple wants to convert your iPhone into a digital wallet with Apple Pay. Professors Benjamin Edelman and Willy Shih assess its chances for success and wonder if consumers have a compelling reason to make the switch. |
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