Fidelity has a new digital plan to work with advisors and is also developing a direct-to-consumer robo platform.
Schwab must convince the 7,000 advisors who custody with the firm that its new Institutional Intelligent Portfolios automated investment management service is worth implementing. Read More »
Vanguard says assets in its Personal Advisor Services start up, still in the pilot phase with no paid advertising support, rose from $755 million in 2013 to $10.1 billion at the end of last year. Read More »
The standard practice of beta testing in the software industry clashes hard against banking culture, says one PFM software development veteran, where executives fear that a wonky app could mean customer attrition. Read More »
The "freemium" model that transformed Rovio from a game developer into a $200 million entertainment company is what firms like FutureAdvisor are relying on to disrupt the traditional fee-driven model of wealth management. Read More »
We were worried [advisors] would be at a competitive disadvantage," says Bernie Clark, Schwab Advisor Services' executive vice president. Read More »
Over two years, the number of $1 million-plus accounts jumps to more than 72,379 as a result of sustained saving efforts. Read More »
Pershing's failures "exposed customer funds and securities to risk," according to FINRA. Read More »
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