Kelly Waltrich

October 18, 2016

Fidelity to Launch Digital Advice Platform for Advisors

Ever since the launch of Fidelity’s direct-to-consumer digital offering (robo advisor) was announced, I’ve been anxious to see what Fidelity had in store for advisors. The […]
October 12, 2016

eMoney Takes their Summit to the Next Level

eMoney Advisor recently hosted its third annual Advisor Summit at The Ritz-Carlton Laguna Niguel in Dana Point, California. Approximately 650 financial services professionals from across the […]
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