The two companies have deep ties and are now formalizing the bond.
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INVEST INSIGHTS
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FINANCIAL PLANNING
1. Redtail CEO joins Riskalyze board; firms say no acquisition pending
By Ryan W. Neal      3 min read
The two companies have deep ties and are now formalizing the bond. Read More →
FINANCIAL PLANNING
2. Lawsuit against Plaid heightens focus on data privacy issues
By Penny Crosman     8 min read
A class action asserts that the data aggregator accesses more of consumers' bank account information than it needs and ultimately aims to sell the data to others. Plaid, which has agreed to be sold to Visa, denies the allegations. Read More →
FINANCIAL PLANNING
3. Best practices for leveraging tech during the coronavirus era
By Fred Duden     3 min read
Advisors who missed the “first-mover advantage” a decade ago could be in the catbird seat as all the rules change. Read More →
HOT MIC
Inside Edward Jones’ digital plan to reach 10 million clients
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Q: What is the business motivation driving [Edward Jones’] digital acceleration strategy?

A: “It is 100% providing human-centered, complete wealth management to tens of millions of clients. We’ve got 7 million clients today and making a meaningful difference in their lives, but there are 42 million who we seek to serve,” says Edward Jones CIO Frank LaQuinta.
Get the whole conversation →
Raising Capital
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Robinhood raises $320M in latest funding push
    2 min read
The latest cash influx values the fee-free trading app at $8.6 billion. Read More →
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