5 Disruptors That Will Transform Advisors’ Businesses
In order to succeed, advisors must harness major trends already in process—those who don’t will fail.
The SEC Is Broken
A decades-old law and the origin of new commissioners stymies consensus building and rulemaking at the Securities and Exchange Commission.
SEC Investor Advisory Committee Approves Fiduciary, User-Fee Plans
Recommendation on how brokers should be put under a fiduciary mandate sailed through the full committee Friday, but members voiced concern about user-fee plan.
New SEC Committee to Put Retail Investors First
“Many individual investors feel like they are under siege,” SEC Commissioner Luis Aguilar said at the group's first meeting.
To Improve Target-Date Fund Performance, Folio Uses Relational Diversification
Folio Investing announced on Monday that since launching its suite of target-date funds in 2007, the average return for the 2010, 2020, 2030 and 2040 Moderate target-date folios was 1.13% higher per year than the average return for comparable target-date funds offered by three other mutual fund companies.
Are Portfolios-to-Go Threatening Full-Service Brokerage and Advisory Firms?
The new herd of low-cost portfolio managers may pose a threat to advisors and their investment business model.
Foliofn Ups the Ante
Foliofn is hitching its wagon to the booming separately managed account market with the recent launch of Folio Allocator. The online brokerage firm's founder and...
In a tough marketplace, folio companies shift gear