The 401(k) ratings provider has been snapped up by an asset management data and research provider that's also the parent company of a publication for financial advisers.
Robo-adviser's assets under management trailing key competitors could have been a factor in Adam Nash's replacement as CEO, fintech experts say.
FTV Capital takes small stake and board seat in risk software provider.
Deal combines two of the largest online brokerages and expands US operations of Canada's second-largest lender.
Also, with the exception of some metals funds, most funds don't own the actual commodity.
The robo-adviser claims the new service could boost a portfolio's return by 0.48% a year, or 15% over 30 years.
Experts at Insider's Forum in San Diego also questioned the generally sluggish pace of robo adoption across the advice industry.
While open to using robos for basic investing, they want traditional wealth managers for complex needs.
With bankruptcy case concluded, investors stand to recover $400 million.
The ratings cover about 20,000 mutual funds which span a broad spectrum of both ESG-themed and traditional funds
Answers released last week give clarity on some issues, like fee-based advice and recruiting incentives, but are obscure on reasonable compensation.
Ash Narayan's right to use CFP certification temporarily suspended following SEC complaint
Labor Department lays out guidance on questionable compensation practices for brokers &mdash; and RIAs. <b><i>(More: <a href="//www.investmentnews.com/section/fiduciary-focus"" target=""_blank"" rel="noopener noreferrer">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
Twenty-four teams left in third quarter on top of 26 in second quarter. <b><i>(More: <a href="http://data.investmentnews.com/aotm" target="_blank">See all the latest moves in InvestmentNews' Advisers on the Move database</a>)</i></b>
The best were former advisers themselves, but that may not be the case in the future.
If front-runner Hillary Clinton wins, higher taxes could be on the way for advisers' wealthy clients.
How to minimize the chance of a late rollover.
Data aggregation &mdash; and knowing what's on both sides of a client's balance sheet &mdash; is key to meeting new requirements.
Software could help with recognizing and planning around clients' loss of cognitive function.
