The funds will be made available for clients of its robo-adviser Personal Advisor Services through advised portfolios as part of a five-fund active equity offer.
Great advisers with good tools were unable to prevent far too many investors from making emotional decisions amid the March 2020 market volatility.
The robo-adviser allows users to choose between six types of portfolios using exchange-traded funds that are curated by investment experts.
This month's #AdviserTech roundup includes Vanguard’s move into direct indexing, Vestwell’s $70 million capital round, and Simon Markets’ additional funding for its marketplace of risk-hedged investment solutions for advisers.
The company recently announced partnerships with Stadion and vWise for its Goals Optimization Engine.
The firm’s leadership team, employee base and brand will all remain unchanged, according to CEO Aaron Klein. The deal is a part of a larger strategy to increase growth and innovation at the firm.
Tech providers must solve the lack of integration between software applications so advisers can find return on investment in high-quality tech investments.
The process of mining cryptocurrency sops up more energy than entire nations. Lawmakers like Elizabeth Warren, and billionaires like Bill Gates, have recently called attention to the environmental impacts.
Productivity doesn't have to suffer when employees are not directly under the manager's thumb, according to recent research by the consulting firm DeVoe & Co.
Fintech firms are betting the more than 6 billion text messages that are sent every day are a sign consumers are open to communicating with businesses via text messages.
Advisers must be able to offer exciting technology tools, while emotionally connecting with clients, according to industry experts.
The in-person event was scheduled to take place from Sept. 27 to Oct. 1 at the Denton Convention Center in Denton, Texas.
Remember to always keep serving your clients. Just because they signed on the dotted line doesn’t mean they’ll always stick around.
Advisers should be proactively discussing the attack with clients to protect those that have current or past association, experts say. There are simple tips for clients to follow.
Coverage is now harder to get, and it costs more, largely due to the higher volume of attacks that resulted in higher loss ratios for insurers.
Embedded finance has become popular, and profitable, as companies combine savings, lending, insurance, investing and planning services into nontraditional apps, like Walmart Inc. and Uber Technologies Inc.
The discount brokerage posts short video clips on the social media app ranging from how-to guides for using the Fidelity Spire app to explainers of financial terminology.
The trend toward offering customizable indexes puts direct indexing on a track for explosive growth, according to new research from Cerulli Associates.
The company is designed to personalize sales interactions and has doubled its valuation in a year after fresh funding and a new acquisition.
Michelle Waymire, founder of Atlanta-based advisory firm Young & Scrappy, says her polyamorous niche grew out of a broader focus on the LGBTQ community.
