Women Invest Like Men but With a Key Difference, Study Finds
By Bernice NapachCapital Groups survey of women shows confidence in their investment decisions but not necessarily the power to execute.
October 16, 2017
Schwab TV Ads Tout Advisors’ Fiduciary StatusThe ads running on Fox Business Network and CNBC are designed to put independent advisors front and center.
October 16, 2017
Commonwealth CEO Upbeat on DOL Fiduciary, ‘RIA-zation’Wayne Bloom and other execs highlight the growth of the firms indie advisors at a national event in San Diego.
October 16, 2017
Move Over, Vanguard: State Street Slashes ETF Fees to Industry LowsIt is also launching SPDR Portfolios ETFs, a suite of 15 low-cost funds that will be available on TD Ameritrade's newly expanded ETF Market Center.
October 12, 2017
Oranj Launches Free Wealth Management Software Product for AdvisorsThe MAX offering includes model portfolios and funds from BlackRock, Direxion, Morningstar, ETF Securities and Frost Investment Advisors.
October 12, 2017
Families Saving More for College but Underestimating Costs: FidelityFidelity's College Savings IQ survey also found that more families are using 529 college savings plans but many don't understand all the advantages.
October 11, 2017
Raymond James to Grab $5B Clearing Client From PershingIt also recruited a husband-and-wife team from Merrill Lynch with some $160 million in assets.
October 11, 2017
As Advisors Jump Into AI, Experts Warn About DataThought leaders in the field urge firms to use caution about the quality of the data and algorithms being put into use.