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It looks bright, says the CMO of Carson Group — but only if advisors face up to the problem and actively convert it into an opportunity.December 12
Chief Marketing OfficerCarson Group -
Little can keep the search engine giant from entering wealth management. But advisors still have weapons at their disposal. They just need to use them.November 13
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The Invesco QQQ Trust dropped as much as 0.6% after Google’s parent company reported first-quarter sales below Wall Street estimates.April 30
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"We're not being judged on what other banks are doing. We're being compared to Amazon and Google," says Kraleigh Woodford, managing director at UBS WM USA.July 11
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The findings come as asset management firms are threatened by digital tools.September 29
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Nearly half of U.S. clients would switch to tech giants for advisory services, according to a new study .January 12
