The wealth management industry in the U.S. was built by, and for, native U.S. English speakers. But that just means there’s a growing opportunity.
In order to focus more on her clients and less on the hassles of being a business owner, Michele Clark joined Acropolis Investment Management, an independent RIA with nearly $1.1 billion in assets under management.
Wealthfront is buying RIA Grove Advisors, while Grove is entering a solicitation agreement with Facet Wealth for the clients it's dropping.
The 12th edition of the "Robo Report" also reports that Vanguard and SigFig scored highly on overall performance among 18 analyzed robo advisor providers.
The fund giant responds to Fidelity, saying its money market fund currently yields 2.17%.