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The genius of how T. Rowe Price's new robo extends its $165-billion automated advice franchise -- namely as a maker of target date funds

The Baltimore-based fund giant's robo is plain vanilla when viewed in a vacuum but disruptive in the flush target date fund market

Author Brooke Southall March 24, 2017 at 8:39 PM
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Tom Kazmierczak: They cost [the investor] about the same as target date funds but circumstances may change and with ActivePlus you can update.


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Plague of failed hires at strapped RIA firms 'come back to bite them,' making the process of closing bandwidth deficits falter, two new studies show

Turnover rates hover near 50%, Cerulli and Ensemble report, and may be worsening as hires in market of talent scarcity has inevitable backlash.

February 28, 2024 at 3:36 AM

The classic RIA era is sputtering and firms must 'decentralize,' hiring non-advisors to specialize, new Cerulli report shows, or RIAs will 'limp along,' a second consultant says

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January 13, 2024 at 2:24 AM


Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli



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