XML CEO and Co-founder Brett Bernstein, CFP®, recently spoke with InvestmentNews, a leading source of news, analysis and insights for financial advisors and wealth-management professionals, about Robinhood's acquisition of TradePMR. This was a $300 million deal between the two platforms with a focus on Robinhood creating a referral network, connecting their 24 million funded accounts to RIAs. Brett shared his insights on how this strategic move could shape the RIA industry, emphasizing the importance of using these tools to engage multi-generational families.
 
Read more about Brett's perspective and the deal's potential impact.  

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