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For years, analysts have struggled to evaluate alternative mutual funds, as these funds have had varying degrees of success in delivering diversification and low volatility in a portfolio. That’s why Morningstar is launching a new style box f...
We now live in a world where anyone with a bank account can be an investor. Gone are the days when thousands of dollars are required to obtain the best possible managed financial services advice. Thanks to the rise in low-cost, easy-access, self...
One of the hottest trends in wealth management technology is integration, and vendors are encouraging firms to adopt, and pay for, a suite of interconnected tech products. But can advisors expect a return on their investment...
Meet Katana.
A common refrain about digital advice technology is that while it may be good for small accounts and new investors, it is unable to handle the needs of a high net worth investor. Hedgeable is trying to change that with Tax Samurai...
To avoid the risk of penalties, advisors should complete a thorough review of their social media compliance procedures and risk exposures over the coming year.
Registered Investment Advisors have long used Form ADV to register with the Securities and Exchange Commission and state securities authorities, but starting next year RIAs will face strict new requirements to also report their use of social media...
Registered Investment Advisers have long used Form ADV to register with the Securities and Exchange Commission and state securities authorities, but starting next year RIAs will face strict new requirements to also report their use of social media...