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September 6, 2016

JOSEPH HALPERN PUBLISHED IN THINKADVISOR: HOW ROBO TECHNOLOGY WILL TAKE INDEPENDENT ADVICE TO THE NEXT LEVEL

Bob Clark wrote a Think Advisor article in which Joe Halpern, the Chief Executive Officer and founder of Exceed Investments, was quoted several times regarding the future of Robo-Advisors.

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Recent Posts

  • Behind the Box: How Options Markets Set the Cost of Synthetic Borrowing
  • Box Spread Lending: A Tax-Efficient Way to Leverage Investment Portfolios
  • The Psychology of Waiting – Why Investors Delay Hedging Until It’s Too Late

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