With Future Uncertain, Bitcoin Is a Gamble
The IRS allows self-directed IRAs to invest in certain physical assets and property if they’re held by an approved custodian.
Vanguard Launches Behavioral Finance Retirement Portal
Vanguard's new web portal is built on its Retirement Readiness Tool that employs behavioral finance research to provide savers with personalized recommendations.
DFA: What Clients Value Most in Their Advisors
While investors use emotion to measure the primary value received from their advisor, the most important attributes of that relationship are more practical, DFA found.
eMoney Goes Live With Advisor Marketing Platform
Advisor Branded Marketing lets advisors create targeted custom marketing plans.
Envestnet to Acquire FolioDynamix
The deal will bring Envestnet’s total platform assets to nearly $2 trillion across 10 million investor accounts.
In Battle for AUM, Gen X Is Advisors’ Secret Weapon
The high-net-worth story is increasingly a Gen X story, according to Tony Stich of Advicent.
Open Banking Is Key to Bank Innovation: Report
A report from Aite Group suggests that to better serve financial customers, banks should begin implementing open APIs.
Fi360 Updates Fiduciary Focus Toolkit
Fi360 recently announced that it is updating its Fiduciary Focus Toolkit with new reporting capabilities for financial advisors.
Envestnet | Tamarac Expands Single-Sign-On Capability With New Integration
Envestnet | Tamarac has a new integration partner, Okta, which provides identity management solutions.
iCapital to Acquire Private Equity Platform From Deutsche Bank
The transfer of assets will grow iCapital's platform assets to $5 billion.