Schwab’s Advisor Robo-Platform Offers 200 ETFs, 28 Asset Classes
Schwab Institutional Intelligent Portfolios requires 4% cash holdings in portfolios; mimics retail robo offering in minimums, auto tax-loss harvesting levels.
FPA’s Advocacy Push: States Today, Capitol Hill Tomorrow
With membership stable and retention strong, the Financial Planning Association is holding state advocacy days in runup to Congressional advocacy days.
Buffett Answers 5 Basic Investing Questions
Buffett offers his folksy take on acquisitions—“Selecting a marriage partner clearly requires more demanding criteria than does dating”—succession planning, private equity and more.
Schwab’s Robo-Giant Unleashed: Could It Help Advisors Gain Clients?
As Schwab launches its Intelligent Portfolios platform, project head Naureen Hassan tells ThinkAdvisor what to expect from the RIA version.
Emerging Wealthy Aren’t at All Like Current Millionaires. Or Are They?
A more ethnically and gender-diverse group of wealthy Americans wants what today’s wealthy want, but aren’t sure advisors want them.
Berkshire’s Munger Addresses Life After Buffett
Berkshire Hathaway Vice Chairman Charlie Munger uses the firm's shareholder letter to address "the elephant in the room."
Warren Buffett’s 8 Warnings for Investors
The Oracle of Omaha owns up to his failings in the 50th annual Berkshire Hathaway shareholder letter, providing plenty of investing advice along the way.
Why I Love Advisors
At the TD Ameritrade Institutional conference in January, I participated in a panel session on how advisors can work with the media.
At TD Ameritrade Gathering, Technology, Trusts, Diversity—and Blue Jeans
TD Ameritrade Institutional's annual advisor gathering featured well-received addresses by people like Leon Panetta and Magic Johnson and a last-night party headlined by the Steve Miller Band.
Fidelity Merges Clearing and Custody Arms; Launches Tech Unit
The combination of National Financial and Fidelity Institutional Wealth Services is five years in the making. Fidelity Wealth Technologies will be led by Mike Durbin.