The Daily Brief

The model portfolios are made up of low-cost, passive ETFs.

Envestnet’s Tamarac provides aggregation through integration, as the platform is integrated with HNW platform Wealth Access.

Seattle First Asset Management previously worked with Signator Investors.

A finalist at XY Planning Network’s 2016 fintech competition, Pay For ED is improving its advisor offering.

While the Charles Schwab Corp. contributes evenly to Democrats and Republicans, Charles Schwab and his wife each gave $1 million to the Republican PAC Future45.

The company, a 2018 WealthManagement.com Industry Awards finalist, made its product updates public at the Schwab IMPACT conference.

The investment management firm says a split Congress would be good for healthcare stocks and bad for consumer names.

The executive said roughly one-third of the OSJ’s 500 advisors had already made a decision.

The new appointee brings decades of industry experience—and a former stint serving President Obama.

Caroline Alabach, who manages more than $265 million in client assets, will join Mainspring Wealth Advisors, an independent branch in the Puget Sound area.