10 Best Performing Robo-Advisors: Q3 2024
By Dinah Wisenberg BrinTwo recent platform closures show the difficulty in profiting from automated advice for the masses, Condor Capital says.
November 20, 2024
Advyzon Launches Portfolio Management Platform for UHNW ClientsThe solution, dubbed Auria, combines enhanced portfolio management and performance reporting with a new client interface.
November 20, 2024
Schwab Foundation Expands Scholarships, Marks $25M in Total Grant FundingThe Registered Investment Advisor Talent Advantage Student Scholarship now supports 15 students with $15,000 grants.
November 20, 2024
State Street Partners With Bridgewater for ‘All Weather’ ETFThe fund has a so-called risk-parity strategy that invests in different assets based on their volatility.
November 20, 2024
Fidelity Resolves Reg BI Suit With Fired AdvisorMichael Maeker had accused Fidelity of pressuring advisors to recommend unsuitable, higher-fee investment products.
November 20, 2024
Roubini Launches Treasury-Alternative ETF to Ride Trump-Era RiskThe fund will invest in REITs, inflation-protected Treasurys, municipal securities, corporate bonds and gold trusts.
November 20, 2024
Kentucky Advisor Accused of Bilking 73-Year-Old ClientDaniel Deno, a bank advisor registered with LPL, was jailed and charged with theft and fraud.
November 19, 2024
Wealth.com Expands Its RIA Reach (Again)The estate planning platform is hiring human experts while also developing AI tools, co-founder Matt White says.