Merrill, Goldman, Seafarer Launch Funds
Bank of America said recently that it launched the Merrill Edge Select Portfolios to give its mass-affluent clients access to actively managed, diversified portfolios with a minimum balance requirement of $20,000 and a 1% yearly management fee.
No So Fast, Advisors: Get Social Media Right, Rather Than First
Better technology is good. But using it effectively is another matter.
Commonwealth Financial Boosts Platform
Commonwealth Financial Network said it recently added a number of improvements to its online portfolio platform Investor360°. These enhancements, according to the independent broker-dealer, boost the scope of asset information on the platform and allow its affiliated representatives to look at more performance reporting and daily gain/loss data, while also...
23 Days of Tax Planning Advice: AdvisorOne Special Report
What advisors need to know, and remember, at tax time, and throughout the year, when it comes to tax planning for clients and for themselves.
The recent tax season has been busy for all concerned. Even the IRS has industriously issued rulings on questions facing taxpayers and, by extension, their...