AUGUST 21, 2018

TECHNOLOGY

In Pursuit Of New Customers, JPMorgan Offers Free Trades

Samuel Steinberger and Davis Janowski

JPMorgan targets trading platforms like E*Trade, Schwab and Robinhood, with its free, "You Invest" service. The real threat, however, might be to Acorns.

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RETIREMENT PLANNING

Cautious Optimism for Retirement Income Legislation

Ed McCarthy

Employers need a clear approach for selecting annuities that reduces exposure to potential litigation.

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2018 WEALTHMANAGEMENT INDUSTRY AWARDS FINALIST

Honing Technology to Enhance Client Relationships

Sponsored by RBC Correspondent and Advisor Services

Simple, streamlined ways to manage many clients at once.

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HIGH NET WORTH

Diagnosing and Treating Empty Structures Syndrome

Dr. Marion McCollom Hampton and Nick Di Loreto

In many successful families, governance becomes obligatory and structures no longer reflect the needs and priorities of the current generation.

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