The Robo-Advisors of the Health Care World
Health care is undergoing a transition that might sound familiar to advisors who are watching the robo-advisor space: consumers using online tools and mobile devices to control more of their health on their own.
Let the Robots Do Your Taxes
Capital gains taxes are a far trickier beast than passive asset allocation—so tricky, only a robot might be able to defeat it.
Tocqueville SMID-Cap Fund Takes Volatility in Stride, Beats Its Competitors
The Tocqueville Opportunity Fund is one of a select group of actively managed funds that has been consistently beating the market over time.
SEC Enforcement: Former Polycom Owner Faked Expense Reports
Meanwhile, two longtime friends were accused of an insider trading scheme involving kickbacks.
Riskalyze’s Klein: ‘We Can’t Out-Robo the Robo-Advisors’
Riskalyze CEO Aaron Klein discusses what he says is a better way for advisors to stay competitive.
In a Tech Merger, Don't Panic
The first quarter of 2015 was busy for technology companies that serve advisors, as many were acquired or sold a significant portion of their company.
Investor Sentiment Hits New Peak in Q1: John Hancock Survey
Most investors believe now is a “good” or “very good” time to invest, according to John Hancock's quarterly survey.
Top Portfolio Products: Nasdaq to Launch Energy Futures Market
SunGard introduces managed investment solution; Envestnet rolls out online education.
Hearsay Social Names CFO
William Salisbury, Hearsay's first CFO, has worked for Morgan Stanley, Avast Software and other firms.
Top Portfolio Products: Vanguard to Launch Alt Fund
The fund giant plans to add the new fund into its popular managed-payout product.