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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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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

RIA principals have killed Wall Street with semi-solo shops -- only 35% have 'specialized staff' -- but the comfort zone must evolve for growth

January 13, 2024 at 2:24 AM


Mentioned in this article:

Cerulli Associates
Consulting Firm
Top Executive: Kurt Cerulli



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