Betsy Duke is scheduled to appear before the House Financial Services Committee Wednesday
The digital adviser believes it remains on track toward its goal of going public
Most high-net-worth individuals would be better off investing in small-cap securities via mutual funds and ETFs
Clients don’t need to be sick to feel the impact of the epidemic, and that goes beyond market volatility
Other priorities: Probing whether ESG funds live up to the hype, zeroing in on fee conflicts
Managers made several changes following the 2008 crisis, including reducing allocations to high-yield bonds and equities
In a competitive situation, female advisers have a sense of empathy that helps them relate to clients on a personal level
Retaining women advisers requires career development efforts
The products encourage clients to use health savings accounts as investment vehicles
The latest update to Advisor Branded Marketing automates how advisers find and nurture leads
Households now need $500,000 in assets, up from $250,000, for Wells Fargo to waive the fee
As International Women's Day approaches this Sunday, female investors continue to face challenges related to longevity and lower lifetime earnings
Commissioner Allison Herren Lee expressed concern the changes would cause compliance uncertainty
Some at-risk employees are being asked to work from home or attend virtual meetings
The turnkey asset management platform's deal for OBS Financial Services will bring it relationships with 21 banks and 300 financial advisers
Participants' asset allocation was largely unchanged, with more than a third of their assets in mutual funds
The way that a firm pays its owner can affect the firm's valuation
Technology won’t make winners out of all advisers, but those who understand the origins of the digital age look well-positioned to thrive
One customer has filed a class-action lawsuit against the online brokerage, claiming it failed to meet contractual obligations
Wealthfront and Betterment stayed online, while TD Ameritrade's Essential Portfolios did well by capturing more market upside than downside
