Wells Fargo Mulls Robo-Advisory Offering
The news comes more than five years after BofA rolled out Merrill Edge.
Top Portfolio Products: Schwab Adds Commission-Free ETFs
Tortoise rolls out a North American pipeline fund; Compass launches volatility-weighted ETFs.
What Wealthfront’s Attack on Betterment Is Really About
The real competition for Wealthfront is with “the other 99.9% of industry assets that aren’t managed by ANY robo-advisor," says Michael Kitces.
For Small Businesses, an IRA With Pension-Like Features
As small businesses and self-employment grow, many people are using an SEP IRA as a retirement savings tool in place of traditional IRAs or 401(k)s.
New Hire Roundup: Merrill Adds Teams From Barclays, UBS
In addition, Intellectus joins Dynasty and Independent Financial Partners names Ned Van Riper as recruiting director.
What if We Replaced IRAs and 401(k)s?
A Brookings paper proposes replacing all tax-advantaged retirement plans with a single plan: The Universal Retirement Savings Account.
5 Challenges Advisors Need to Conquer in Next 10 Years
“Generally, things are pretty good for advisors” right now, Sanjiv Mirchandani of Fidelity says. But the industry's growth picture is more nuanced than it seems.
Five to Watch: The New School—The 2015 IA 35 for 35
By design, the 2015 edition of the IA 25—this year, the IA 35 for 35—is meant to take the long view, specifically looking at the people who have influenced the industry in its first 35 years.
William Sharpe: The First Robo—The 2015 IA 35 for 35
Bill Sharpe’s Financial Engines might be called the first robo-advisor.
The Future Is Here, and It Looks Like Vanguard’s New Platform
Machine intelligence now plays a critical role across all industries, says Google's Eric Schmidt; advisors ignore it at their own peril.