Betterment for Advisors Adds Flexibility, More ETFs to Core Portfolio
By Bernice NapachThe enhancements allow advisors great ability to customize clients' portfolios on the Betterment platform.
March 26, 2018
How the Hybrid Model Is Squeezing IBDsA skinny business model keeps getting skinnier as IBDs grapple with "new" competition.
March 26, 2018
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio ProductsIn other product news, RobustWealth added direct indexing to its digital wealth platform.
March 22, 2018
Van Law to Step Down as Head of Raymond James' RIA GroupThe departure is 'surprising news,' recruiter Jon Henschen says.
March 22, 2018
What Advisors Think About the Broker ProtocolFidelity surveyed advisors on their top concerns about making the switch to another firm or to independence.
March 20, 2018
Goldman Sachs Expands Online Lending Program to LPL ClientsLPL advisors can use the program to help clients borrow against the value of their accounts without liquidating their assets.
March 19, 2018
Center for Retirement Research Partners With First Eagle Investment ManagementThe two organizations plan to develop a customized, interactive platform that will help retirement plan participants save enough funds for a secure retirement.
March 19, 2018
The Danger of Obsessing Over Short-Term Portfolio PerformancePerformance chasing can shortchange client portfolios over the long run.