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
Ash Narayan's right to use CFP certification temporarily suspended following SEC complaint
Answers released last week give clarity on some issues, like fee-based advice and recruiting incentives, but are obscure on reasonable compensation.
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.
The Department of Labor's fiduciary rule prohibits individual IRA investors from participating in initial public offerings with the assistance of their financial adviser.
Plus: How Clinton and Trump won't save Social Security, more scrutiny for sales charges, and taking the 5% challenge.
The firm and owner Marc Broidy, of Beverly Hills, Calif., allegedly had more than $1.4 million of ill-gotten gains.
The Massachusetts Securities Division came to that conclusion after surveying 327 RIAs, whom the commonwealth is offering to train for free.
By paying for things they absolutely need with income sources that won't run out, clients can enjoy the best treat of all: peace of mind in retirement.
Agency answers 34 adviser questions pertaining to the regulation's exemptions, including the best-interest contract exemption. <b><i>(More: <a href="http://www.investmentnews.com/section/fiduciary-focus" target="_blank">The most up-to-date information on the DOL fiduciary rule</a>)</i></b>
