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Financial Technology and the Fiduciary Rule
Pension Risk Matters Link to more items from this source
Mar. 8, 2016
"Financial technology enthusiasts will counter that a more automated approach to retirement planning is a good thing for big and small savers alike.... There are central questions about the fiduciary obligations of a company that concentrates on algorithmic advising and money management. Besides seeking to contain model risk, there is a need, at a minimum, for a vendor to regularly review client objectives and constraints."

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