Category: Budgeting
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Janney Montgomery Scott, a brokerage firm with about 745 financial advisers and $66.2 billion in assets, wants to push data aggregation services further by offering its clients online budgeting and savings tools to align their expenses with their goals. The firm recently partnered with data aggregator Quovo, a move made as more financial firms incorporate held-away assets and accounts into their platforms to offer advisers and their clients a fuller view of their financial picture. In this case, Janney wants to segregate income and growth of assets and apply them to goals tracking, said