See the latest on the Wealth Management Industry including M&A activity, diversity and inclusion and RIA updates.
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Digital investment advisors, the so-called “robo-advisors,” were built to be low cost and highly scalable to attract millennial investors and disrupt the financial services industry. But their survival as standalone companies depends...
Less is more. | taxzi/iStock/Thinkstock
Maybe actively managed funds underperform their passive counterparts not because of stock selection, but because most active fund managers just charge too much. John Rekenthaler at Morningstar did a ...
It's all downhill from here. | Copyright Justin Sullivan, Getty Images
The U.S. residential real estate market is the place for investors to be right now, according to the recently released Savills World Residential Investability Ranking...
With fees often disclosed in obscure language, buried in fine print and rarely revealed as a sum total cost to the client, many investors don't know how much money they are spending over the lifetime of their portfolio on investment advice and...
The Financial Industry Regulatory Authority is proposing to reduce the wait time to publish details of advisor terminations and investigations on its BrokerCheck system. ...
The man behind the mask.
Michael Batnick, the director of research for Ritholtz Wealth Management, takes a recent news article -- about an asset manager announcing he will equal-weight the S&P 500 as if it were a new strategy -- as an oppo...
As part of our #FiduciaryFriday series this month, we asked TD Ameritrade Institutional's Skip Schweiss to provide his thoughts on the Labor Department's fiduciary rulemaking efforts. He has a very simple response to brokers...
Gough Financial joins the network.
Gough Financial Group, a Wichita, Kan.-based advisory firm with $300 million of assets under management, announced Thursday that it joined Transcendent Advisor Networks, an office of supervisory jurisdict...
Someone had to be first.
Folio Investing and Folio Institutional announced Tuesday that it would be the first broker/dealer to offer NextShares, the actively managed funds that look like exchange-traded funds, directly to individual invest...
