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Articles tagged "Jon Michel"


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Peter Giza: My take is that changing a significant portion of a firm's technology platform without changing operational psychology is a fail.
December 15, 2014 at 5:55 PM

Jon Stein: Efficiency is streamlined, but with human checks throughout the process.

How to hold 1,000 hands: Robo CEOs lay out a stark choice for traditional advisors at MarketCounsel Summit

RIAs who comfort themselves with the thought that automated advice caters to their 'non-core' clients are in for a rude shock

December 15, 2014 at 4:53 AM

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