Top Portfolio Products: New ETFs From State Street and Direxion
Hedge your currency risk or double down on a leveraged sector stock bet? That's what some of this week's new portfolio products offer.
1 in 10 Advisors Have Never Heard of Robos: Survey
A survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
Pretty Good Week for Live Oak Bank: $200M in Advisor Loans, Plus an IPO
The bank that lends to small businesses held a successful IPO in the same week it hit the $200 million mark in advisor loans.
4 Ways Investor Actions on Foreign Stocks Are Changing
Savvy investors should know about these four major actions changing the treatment of foreign shareholders.
For Small Businesses, an IRA With Pension-Like Features
As small businesses and self-employment grow, many people are using an SEP IRA as a retirement savings tool in place of traditional IRAs or 401(k)s.
New Hire Roundup: Merrill Adds Teams From Barclays, UBS
In addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
What if We Replaced IRAs and 401(k)s?
A Brookings paper proposes replacing all tax-advantaged retirement plans with a single plan: The Universal Retirement Savings Account.
SEC Loses Fraud Case Against Robare Group
Judge dismisses fraud charges related to conflicts of interest against the Houston-based firm.
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.
Will Vanguard’s New Hybrid Platform Crush Robos?
Investors with at least $50,000 can pay as little as $150 a year for the service, which combines digital advice with guidance from an advisor.