Schwab Slashes Minimums on OneSource NTF Mutual Funds
Initial investments for most funds cut to $100 from $2,500; subsequent investments reduced to $1 minimums from $500.
Financial Engines to Acquire The Mutual Fund Store for $560M
Seller Warburg Pincus will retain stake in new company following cash and stock deal; expects to provide expanded planning services to Financial Engines' 401(k) clients.
What the Rise of the Robos Really Teaches Us
Lessons advisors can learn to avoid going the way of the neighborhood bookstore. To begin, it's not about the technology.
How to Beat Robos With Stellar Service
Seth Mattison tells 300 advisors and others at the FSI Advisor Summit that every detail counts in the competitive field of financial advice.
Robo-Advisors: Just Another Distribution Channel?
Conflicting revenue sources, self-dealing, and low client care standards. As Barbara Roper says, "How’s that any different from the rest of the financial services industry?"
Advisors’ Real Weapon Against Robos Isn’t Tech
Service and scale are key areas where advisors can use technology to improve their business, according to Mitch Caplan of Jefferson National.
How Would You Compete Against Your Own Firm? 5 Questions to Ask
If you were trying to attract clients away your firm, what would you say? Your competition, including digital advisors, is already doing so.
‘It’s Exactly the Right Time to Buy’: Research Affiliates’ Brightman
CIO of Research Affiliates says that recent market volatility presents opportunities for investors, but argues for truly diversified portfolios.
Will Robo-Advisors Be Good at Relationships?
To quote Fortune editor Geoff Colvin, humans are underrated, even in the rapidly automating world of financial advice.
Is Going Robo the Secret to Growing Your RIA?
As Tina Powell of Beacon Wealth launches SheCapital, an automated service for women, experts discuss how, and whether, to use robo-advice to reach more clients.