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InvestmentNews
‘Sell in May and go away’? Wealth advisors say, maybe not
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Advisor AI startup Jump completes $20M Series A funding
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Proactivity is key to client satisfaction, and it’s lagging
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Another InvestCloud veteran joins Communify Fincentric’s C-suite
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Former Vanguard consultant launches new firm to support RIAs
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Celebrity, charity, diversity: Insights from a ‘financial architect’
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