The custodian released new details about its model portfolio marketplace, which has signed on over 1,000 RIAs so far.
The hidden costs of low-fee investments are a drag on retirement plans, WEX Health partners with DailyVest on HSAs and clients want a personal relationship with advisors.
The dispute could affect more than 100 cases currently at the SEC, along with a dozen that are on appeal in the federal courts.
Advisors have been asking Matt Sonnen, CEO of PFI Advisors, for an outsourced COO offering since he launched two years ago. He’s no longer fighting the market.