Josh Brown's Tech Advice for Advisors: Calm Down!
By Bernice NapachThink you need your own robo-advisor or an elaborate proprietary tech platform? You don't, Brown says.
February 08, 2019
Maryland Introduces Fiduciary Rule as Part of a Broader Consumer BillMaryland is one of a growing number of states to consider fiduciary rules for broker-dealers and other financial agents.
February 08, 2019
Final SEC Reg BI Plan Likely in 3rd Quarter, Says IAA ExecutiveNeil Simon, the Investment Adviser Association's top lobbyist, says that despite delays, "it's going to happen."
February 08, 2019
How TD Ameritrade Turns Tech Ideas Into Products, QuicklyCIO Vijay Sankaran uses his innovation center to turn ideas into practical tools used by TD's Institutional advisors.
February 07, 2019
Unpacking IRS' 199A Regs: Final vs. Proposed RulesThe final rules contain some twists that may surprise clients who are currently calculating their 2018 tax liability.
February 07, 2019
Fidelity Launches First Model Portfolios With ETFsThe two income-producing portfolios include active and passive mutual funds along with ETFs.
February 07, 2019
TD Ameritrade CEO Hockey Vows Not to Compete With RIAs"We've been ambiguous about this in the past," but "our strategy is clear," CEO Tim Hockey says.
February 07, 2019
A Sustainable Robo-Advisor That Wants to Redefine Corporate SuccessNewday favors companies that value employees and suppliers as much as their shareholders.