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.
Top Portfolio Products: Global X Adds Two Dividend ETFs
New York Life announced a fixed deferred annuity, while New York Life Retirement Plan Services added an enhancement to its mobile app.
New Internet Domain Extensions Meant to Help Charities Succeed
Two new Internet domain extensions—.ngo and .ong—are available to approved independent, nonpolitical charities.
Fiduciary Standard Should Be Based on How Brokerage Industry Works
A reader says all fees, transaction costs and loads should be transparent and "comparison-shopped for by a broker 'advising' any client." Therein lies the rub.
Robo-Advisor Offers Your Clients a Free Second Opinion
SigFig’s algorithms will spotlight advisor "mistakes," including the use of funds costing as little as 50 basis points.
BrightScope’s 10 Most Influential Advisors on Social Media: 2015
Want to build your social media presence? These advisors know how it's done.
ASPPA, Affiliated Groups Rebrand as American Retirement Association
“Our membership base has expanded dramatically over the past several years,” says ARA's Brian Graff.
How Tax-Literate Advisors Can Attract—Outshine?—Their Clients’ CPAs
SEI Advisor Network wants to empower advisors to spot problems on their 1040s that their accountants are missing.
Asset Managers Don’t See Digital Engagement as Essential: Kasina
Almost half of asset managers say digital initiatives to engage with customers are “nice to have” but not essential to doing business.
Hearsay Social Names CFO
William Salisbury, Hearsay's first CFO, has worked for Morgan Stanley, Avast Software and other firms.