Trust Co. of America Expands Tech Platform to All Mobile Devices
Trust Company of America announced on Tuesday that it has expanded its technology platform, Liberty, to work on all mobile devices.
Robo-Advisors Grab $4.2 Billion in 3 Months
Even though their growth is exploding, robo-advisors face steep challenges when it comes to onboarding clients, Corporate Insight says.
Mobile Brokerage Account Use Nearly Doubles vs. 2011
Among other findings, Corporate Insight discovered that iPhone and iPad apps were the most popular platforms for mobile account access.
Schwab, Morningstar Partner to Integrate Custodial Data in Morningstar Office
Schwab Intelligent Technologies is partnering with Morningstar to provide RIA custody data through its OpenView Gateway platform.
Fidelity DC Plan Assets Top $1 Trillion
Fidelity announced Tuesday that it administers $1.4 trillion in defined contribution assets and lost just 1% of its DC business in the first half.
US ‘Largest Growth Opportunity in the World’ for Schroders
Global asset manager Schroders is on a big U.S. expansion push, focusing on "core" strategies for clients.
79% of Expats Considering Giving Up U.S. Citizenship: Law Firm
Almost 80% of Americans living abroad are considering relinquishing their U.S. citizenship to escape the consequences of FATCA, according to deVere Group.
American College Retools ChFC Program
New courses address divorce, behavioral finance and financial planning for LGBT community.
Taxed in 2 (or More) Countries? Saddle River Helps Sort It Out
Saddle River Capital Management recently launched a service to help clients with assets in multiple countries comply with the various tax laws they’re subject to.
Mutual Funds ‘Vehicle of Choice’ for Alt Investments
There are more than twice as many assets in alternative-investment mutual funds as in alt ETFs, Morningstar and Barron’s found.