Charles Schwab to adopt TD Ameritrade’s trading, rebalancing tech

The brokerage plans to integrate the popular thinkorswim, thinkpipes and iRebal tools
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DOL denies requests to extend comment deadline on advice proposal

Sen. Murray says agency is ‘charging ahead recklessly’ and could cost retirement savers billions
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Clients appreciate phone calls now more than ever: Survey

Advisers who made calls during the COVID-19 crisis have more satisfied clients than those who sent form emails
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Tough sledding for equity funds in COVID-19’s wake: Cerulli

The forecast has stock funds losing share to bonds and money market funds over the next five years
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Advisers, please stop calling everything A.I.

The hype sometimes overshadows the actual returns on investment the technology is creating for financial advisers
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