Best Firms for Self-Directed Investors: J.D. Power — 2017
More banks are moving into this space; millennials are demanding as clients and can easily jump to robos, the survey finds.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Morningstar’s April Winners and Losers
The research group raises its evaluation of seven funds while dropping ratings on 10 others.
Schwab Makes New Ad Push as Assets Near $3 Trillion
The new commercials focus on how indie advisors working with the firm serve high-net-worth investors.
Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2017
Overall satisfaction has risen across full-service broker-dealers, the survey finds, but robo-advisors present a clear threat.
Will Schwab’s New Hybrid Platform Steal Clients From Schwab RIAs?
Schwab's new robo-human Intelligent Advisory platform could lure clients away, argues one recruiter, while another disagrees.
Raymond James Unveils Robo-Advisor
The firm says its more than 7,100 indie and employee reps will have access to the innovations by year-end.
Schwab, TD Ameritrade Post Strong Q4 Earnings as New Accounts, Assets Soar
Assets in proprietary Schwab ETFs rose more than 50% from last year to $62 billion.
Fund Flows in 2016 Break Records, Again: SSGA
Assets rose 16% above the earlier record, but two fund groups stalled as investors withdrew their holdings.
Schwab to Launch Hybrid Robo-Advisor Service
Schwab Intelligent Advisory combines the service of a “live credentialed professional and logarithm-driven technology.”