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Morningstar announced plans Thursday to acquire Total Rebalance Expert, an automated portfolio rebalancing tool for financial advisors.
Developed in 2008, tRx focuses on allowing advisors to easily minimize taxes and harvest tax losses for...
Email blasts are a ubiquitous part of any business’s marking strategy, and MarketingLand estimates that promotional corporate emails now account for more than half of the average consumer’s inbox. Only 18 percent of emails are...
Read the fine print.
The Consumer Financial Protection Bureau on Wednesday said it's considering a proposal that would prohibit financial services firms from including mandatory arbitration clauses common in many consumer contracts. The w...
Vestorly is hoping to improve the administrative side of its digital marketing application with the new Intelligence Center dashboard, which the New York-based company launched Wednesday.
Intelligence Center gives enterprises control over what...
Aaron Klein is co-founder and CEO of Riskalyze, a financial technology company based in Northern California.
The views and opinions expressed in this article are those of the author and do not reflect the official position of WealthManagement.com.
Can you hear me now?
Though independence is one of the defining characteristics of many registered investment advisors, it’s also a challenge to presenting a unified front to regulators in Washington D.C. To help independent RIAs get their...
Three hundred years after Christiaan Huygens published the first treatise on the mathematics of probability, a financial services firm is using his name and theories for a new robo-advisor...
Good help is hard to find. | Copyright Justin Sullivan, Getty Images
According to a Genworth study, half of the 1,200 caregivers surveyed said providing care for loved ones took a significant toll on their careers, and 11 percent said they...
Everbody's Kung Fu fighting ... | jack191/iStock/Thinkstock
As robo advisors grow in popularity among mainstream investors, it is perhaps inevitable that the two largest companies, Wealthfront and Betterment, have attracted fanboys willing...
Where's the enforcement? | Copyright Mark Wilson, Getty Images
Is the Securities and Exchange Commission giving companies a green light to practice earnings manipulation? A recent MarketWatch article contends there has been “virtually none...
