Robo-Advisors Are Only the Beginning of a Bigger Digital Shift
Robo-advice is “not a magic bullet for all clients, and it’s not the only digital solution” advisors should consider, Jill Jacques of North Highland says.
New Hire Roundup: Needleman Named to CFPB Advisory Board
Meanwhile, Dave Rau will head the trust tax group at U.S. Bank Wealth Management.
Schwab Boosts Profits 58%: Q1 Earnings
Plus, Schwab Advisor Services' net new client assets grew 9% year over year.
New Hire Roundup: Charlson to Head Morningstar Alternative Funds Research
Meanwhile, the American Benefits Council names new board members and officers, and CFPB adds experts to senior posts.
TD Profits Soften as Assets, Margins Improve
Net client inflows topped $15.5 billion in the period ending Dec. 31 as the trading firm beat estimates.