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.
The 2015 IA 35 for 35
These advisor advocates, investors, politicians and thought leaders have stood out over the past 35 years and will influence financial services for decades to come.