NOVEMBER 23, 2020

TECHNOLOGY

Accounts Double at JPMorgan Robo Advisor You Invest

Samuel Steinberger

JPMorgan Chase's roll out of a nationwide in-branch advice network shows commitment to human advice for more complex clients, according to Dr. Kelli Keough, speaking at CB Insight's Future of Fintech conference.

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TECHNOLOGY

Oranj’s Closure Is a Wakeup call for Advisortech

Jason Wenk

The Altruist founder weighs in on the future of the space.

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SPONSORED CONTENT

The Evolving Role of Behavioral Finance in 2020

Sponsored by Charles Schwab Investment Management

Explore key findings from 2020’s behavioral finance survey.

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REAL ESTATE

Eight Takeaways from Ben Bernanke’s Conversation with Marcus & Millichap

Elaine Misonzhnik

The former Fed chairman discussed his outlook on the broader economy and what it might mean for commercial real estate demand.

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WEALTHIES CIRCLE PODCAST

Helping Advisors Make A Move to Independence with Goldman Sachs Private Bank

In partnership with Goldman Sachs Private Bank

Goldman Sachs Private Bank's Gary Basso discusses the firm’s tech and digital banking strategy for independent advisors and clients.

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Wealthies Circle Spotlight

Ubiquity for Financial Advisors Overview

Contributed by Ubiquity Retirement + Savings

Find out how Ubiquity works with Financial Advisors.

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Wealthies Circle Spotlight