Can an Algorithm Assess Investors’ Complex Financial Needs?
By Emily ZulzThe future of financial advice is bionic, CEO David Siegel of Investopedia said.
December 05, 2016
CANNEX Brings Greater Transparency to Annuity Market: Top Portfolio ProductsIn other product news, Invesco and iShares expand their ETF lineups.
December 02, 2016
Why RIAs and IBDs Favor ETFs Over Actively Managed Funds 4 to 1The increased flows into ETFs are due to many factors including the DOL fiduciary rule.
December 01, 2016
Which Robo-Advisors Are Best? To Find Out, an RIA Invests in ThemCondor Capital, a New Jersey-based RIA, invested in about a dozen robo-advisors to measure their comparable performance.
December 01, 2016
Citizens Financial to Start Robo-Advisory Platform With SigFigThe Royal Bank of Scotland is partnering with SigFig to launch a robo-advisor platform next year.
November 30, 2016
A Trump Repeal of the DOL Fiduciary Rule? Not So FastAdvisors and broker-dealers on a Nasdaq-sponsored panel recommend that advisors not count on a repeal of the rule anytime soon.
November 30, 2016
Financial Services Explained, Pt. 3: The Levels of Independent AdviceIn this post in our series, an explanation of the different affiliation models of professional advice-givers, aka advisors.
November 29, 2016
In DOL/Post-DOL Fiduciary World, RIAs Need to Re-DifferentiateHow RIAs should respond to what's likely to be a new wave of deregulation.