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FolioDynamix president uses conference to KO robos and call them a 'free beta test'

A half-full message on DOL rules is the federal mandate to ask clients about held-away assets as a matter of fiduciary responsibility

Author Guest Columnist Timothy D. Welsh September 23, 2016 at 6:23 PM
1 Comment
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Steve Dunlap (with FolioDynamix's Meghan McCartan): The current robos have jumped the shark.

Conferences

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TAMPs


FAA

FAA

September 24, 2016 — 12:00 AM
All of a sudden everyone is a fiduciary expert... careful. Don't tout what you can't defend

Related Moves

August 14, 2021 at 2:20 AM

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January 19, 2021 at 6:32 PM

Wealthfront's unlikely tapping of Sheila Bair and Tom Curry signals likely push to gain a bank charter, analysts say

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December 31, 2020 at 4:37 AM

Jon Stein ousts himself as Betterment CEO and taps Sarah Levy, who joins an exclusive club of top women executives, with a mission -- an IPO

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December 8, 2020 at 5:27 PM

See more related moves

Mentioned in this article:

Wealthfront
Portfolio Management System
Top Executive: Andy Rachleff

Betterment, LLC
Financial Planning Software
Top Executive: Jon Stein



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