Ritholtz Relaunches Digital Service at Betterment for Advisors
By Bernice NapachThe service has no minimums and charges 50 basis points, which will be evenly split between the two firms.
July 12, 2019
Cetera Teams With Allianz, Capital Group on New Retirement ToolSetIncome's strategies include guaranteed fixed annuities and asset management to generate lifetime income.
July 12, 2019
JPMorgan, Voya Debut Robo-Advice PlatformsThough they each target mass affluent investor, they take different routes to get there: B-to-C vs. B-to-B.
July 11, 2019
Schwab's Subscription Advisory Service Attracts $1 Billion in Less Than 4 Months"It's clear from these early results that we've struck a chord," Schwab's Cynthia Loh says.
July 11, 2019
New Chalice Financial Network Platform Offers M&A Matchmaking ServiceIndependent financial advisor members have access to the full deal-making toolkit.
July 11, 2019
FPA Finalizes ReorganizationThe final OneFPA Network plan retains chapters' independence but includes beta testing for some shared functions.
July 10, 2019
Janney Picks Up 27 Wirehouse Reps: Recruiting RoundupThe advisors joined over the past six months from Merrill, Wells Fargo and Morgan Stanley; plus, a $215 million team has left Morgan Stanley to form its own RIA.
July 10, 2019
Why Now's the Time to Start Making Comp PlansWorking on compensation structures during the summer makes for better planning and easier times later in the year.