Betterment for Advisors to Add DFA Funds
By Bernice NapachThe Dimensional Fund Advisors offerings will be the first mutual funds on the Betterment platform.
April 09, 2019
Envestnet to Offer Pre-Qualified Loans on Client PlatformTo provide a "holistic" approach to managing client portfolios, the firm's advisors soon will be able to offer pre-qualified loans.
April 09, 2019
New Software Service for Advisors Drops Monthly PriceThe news from Chalice Financial comes less than two weeks after Schwab rolled out a monthly subscription plan for investors.
April 08, 2019
Your Prospect Said Yes: How to Hold It TogetherShow your new client that this is not a transaction but the beginning of a new relationship.
April 08, 2019
SEC 'Still Struggling' With Advisor Exam RateBut OCIE is "pushing forward on our priorities," exam chief Pete Driscoll says.
April 08, 2019
Almost All Advisors Are Using Social Media: SurveyNinety-eight percent use social networks for business and/or personal purposes, including 83% that use them for business purposes, according to a Putnam Investments survey.
April 08, 2019
SEC Chief: Economic Analysis of SEC's Reg BI Will Be 'Robust'The final Reg BI package is "on our agenda to get done before September," Clayton said at SEC Speaks.
April 08, 2019
What Is the Value, Risk of Remote Employees? IT Surveys Search for AnswersOrganizations take clear steps to assuage remote work hazards, but appear to fall short in the execution.