Envestnet to Buy Schwab's PortfolioCenter
By Janet LevauxThe deal comes just a few months after BlackRock bought a nearly 5% stake in Envestnet. But what does it say about Schwab's tech strategy?
February 21, 2019
Have Fee-Based Models Won the Battle ... or the War?A Cerulli Associates study looked at fee and commission models and asked which pay structure investors preferred.
February 21, 2019
Waters to Hold Hearing on Credit Bureaus, Equifax Breach"They still haven't been punished or held accountable," a consumer advocate says of Equifax.
February 21, 2019
CFTC Compliance Branch Releases Its First-Ever Exam Priorities ListHere's what advisors and BDs registered as CTAs or commodity pool operators should prepare for.
February 21, 2019
Drugs Might Be the 2019 Health Cost Good Guy: CMS ActuariesSpending on home health care and durable medical equipment could increase a lot faster.
February 21, 2019
Active Beat Passive in Asset Flows in January: MorningstarBut the beat was slight, and flows overall were light compared to January 2018 and 2017.
February 21, 2019
Investors Don't Want to Replace You With a Robot: MDRT SurveyBut many advisors are missing out on technology that could help improve their service, respondents said.
February 21, 2019
ACA Public Exchanges May Expel Medicare Enrollees FasterAn exchange is supposed to eject people who appear to be dually enrolled about 30 days after sending them warning notices.