Clearing Firms Join the Robot Race
Robo-advisors and other new technologies are transforming the clearing space.
Robo-Advisors Grab $4.2 Billion in 3 Months
Even though their growth is exploding, robo-advisors face steep challenges when it comes to onboarding clients, Corporate Insight says.
Will Australian Financial Reforms Be a Template for the U.S.? Pt. 2
Changes include a ban on investment commissions and fiduciary duty for those giving advice.
FocusShares CEO Says ‘We’re the Best Deal on Wall Street’: IMCA Conference
The products, already in the low-cost ETF industry, boast even lower costs when compared with rivals.
Fidelity Prepares Rollout
For too long, Fidelity Investments has been criticized for not aggressively pursuing the ETF market by rolling out its own funds.
Garrett Planning Network to Offer Group Benefits to Its Advisors
The Garrett Planning Network, a network of fee-only financial advisors and planners, announced at its annual conference in Denver on Friday that it would begin offering group worksite benefits to its affiliated members.
Financial Services Firms Use Social Media to Build Targeted Online Presence
A report from Corporate Insight released Wednesday found that not only are financial services firms using Facebook and Twitter, but they are maintaining multiple profiles on those networks.
Latest Client Satisfaction Results
Investors say that Edward Jones, USAA and Vanguard do the best job when it comes to shepherding them through the market upheaval of the past year, according to a recent survey conducted by Consumer Reports.