Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation. A beast so tricky that only a robot might be able to defeat it.
Schwab Posts 7% Profit Decline for Q1 Despite Asset Growth
The company points to higher compensation costs as a cause of its falling net income.
This Is What the Fiduciary Debate Is Really About
Financial advisors are taking the lives of their clients in their hands. If advisors don’t understand this, they can do a lot of damage.
The S&P 500’s Dubious Anniversary: Ritholtz
The S&P 500 index looked very different 27 years ago than it does today, Barry Ritholtz writes.
For Product Providers, Wirehouses Still Rule: Cerulli
Though wirehouses' market share is declining, they still hold the biggest share of assets, so product providers must adapt to their changing needs, Cerulli says.
SEC Urged to Reform 12b-1 Fees, Block Risky ETFs
The SEC "can no longer afford to relegate ... retail investor protection priorities to a back burner," the groups told the agency in a letter.
Robo-Advisors Rip Schwab’s New Robo-Advisory Over Fees, Cash
The gloves have come off in the rock ’em, sock ’em field of robo-advice.
Deconstructing One Broker’s Take on a Fiduciary Standard
A broker responds to my March column for investment Advisor on the fiduciary standard and makes some good points. And some not-so-good points.
Schroders: Ongoing Positive Trends Support Emerging Market Growth
Allen Conway, head of emerging market equities at Schroders, is expecting emerging markets to come back into their own this year.
Advisors Wading Deeper Into Liquid Alts
The liquid alt strategy used by the greatest number of advisors is real estate, a Practical Perspectives report finds.