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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...
Don't forget scissors. | ronstik/iStock/Thinkstock
How much does it really cost to set up a registered investment advisory firm? In a recent blog post, RIA in a Box estimates a solo advisor with less than $20 million in assets would need $...
That's one idea. | Copyright Max Whittaker, Getty Images
Many of the investment innovations cooked up for big institutional players (think pensions, endowments, insurance companies) eventually roll down to the retail channel; consider liab...
Saving for their future. | Glen Cooper/Getty Images
September is known as college savings month, and Ascensus College Savings, a 529 plan provider, is marking the occasion by launching Learn529.com, a website to educate families about coll...