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Robo-advisors have created a lot of noise lately because of the changes they’re creating in how financial services providers distribute products and services to investors. Have you considered how to embrace this technology and use it to create a unique value proposition?
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Current News and Events
Wednesday, May 13, 2015 — Mega plan sponsors, which often serve as indicators of new industry trends, are pushing the envelope yet again, going beyond target date funds by offering more personalization to their plan participants through managed account vehicles.
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