DIY Investing on a Growth Tear
Self-directed investment is growing much faster than the rest of the market, and online platforms' user bases are getting more diverse, a Scivantage study found.
Obama’s $4 Trillion Budget Sets Up Tax Fight With Congress
The budget would raise taxes on corporations and top earners, spend more on infrastructure and housing, and stabilize, but not eliminate, the annual budget deficit.
Why Cheap Oil Is Here to Stay
Technology has transformed the energy picture, Alexei Bayer writes.
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
Top Portfolio Products: ETF Securities, Zacks Launch 2 Funds
Russell Investments, Integral add execution service for foreign-exchange transactions.
Is a Single Advisor Dashboard Coming Your Way?
And is a single client portal in the offing as well? To get there, the Big Three advisor technology solutions must go beyond mere integration.
Assessing Risk in Real Estate Investing, Pt. 2: Digging Deeper
To understand real estate investing, you must understand the liquidity, information, macroeconomic, leverage, operational and other non-market-related risks.
How Advisors Can Be the Next Disruptors
Financial advisors needn’t fear the ravages of disruptive technology, Jud Bergman, Spenser Segal and Eric Poirier say.
Q3 Luxury Home Sales Increase as Buyer Profile Shifts
Redfin Research Center reported Wednesday that sales of homes for $1 million and up increased by 9% in the third quarter, while the total market declined by 1.2%.
Schwab’s Bettinger, Clark: RIAs Must Evolve; Robos in ‘Top of the First’
Welcoming attendees at biggest-ever Impact, Schwab CEO and RIA chief explain robo-advisor strategy and call on RIAs to embrace the challenge of “Generation Now.”