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Rob Foregger, co-founder of Personal Capital and NextCapital, and partner Jim MacIntyre have teamed up with equity analytics and indexing provider MarketGrader to develop the next generation of smart beta and index investing.
The robo advisor failed to tell some clients its tax-loss harvesting service only checked accounts on alternating days and not daily, as some materials claimed, according to the commission.
More than a quarter of advisors, including a third of wirehouse advisors, believe cryptocurrencies will collapse on a more spectacular scale in 2023 than the FTX-led plunge in 2022, according to a new survey.
Direct indexing is just one component of Vestmark's VAST, a kind of personalized unified managed account, which allows for tax optimization and transition services across the entire portfolio.
The private market investment group's advisory council includes well-known figures like Luminary CEO David Barnard, Ritholtz Wealth Management's Michael Batnick and AdvicePeriod CEO Steve Lockshin.
