The portfolio presentation platform can be used as a selling tool for advisors who need to differentiate their investment advice from the robos, according to its founder.
As expected, the U.S. Department of Labor has announced an 18-month extension (lasting from Jan. 1, 2018, to July 1, 2019) of the special "transition period" for the fiduciary rule. The DOL says the extension will allow time to complete a review, as directed by President Donald Trump, of alternatives to the regulations. Critics contend it is an effort by the Trump administration to curtail, or even kill the rule, which would require advisors to retirement accounts to act in a client's best interest... Read More USCGT Adds Calvert Responsible Investing Funds to Donor Advised Options The U.S. Charitable Gift Trust (USCGT) has announced the addition of three new socially responsible funds to its donor-advised fund program. The funds (Calvert Responsible Investing Conservative Fund, Calvert Responsible Investing Moderate Fund, and Calvert Responsible Investing Growth Fund), are managed by Calvert Research and Management, a subsidiary of Eaton Vance... Read More Bitcoin Platform Has More Users than Schwab Coinbase, the platform to buy and sell cryptocurrencies like bitcoin, now officially has more "users" than discount brokerage and advisor custodian Charles Schwab, with 13 million registered users compared to Schwab's 10.6 million brokerage accounts, according to the website Cointelegraph.com... Read More
You are subscribed to this newsletter as newsletter@newslettercollector.com Questions or problems? Contact Customer Service Wealth Management | Penton | 1166 Avenue of the Americas, 10th Floor | New York, NY 10036 Copyright 2017, Penton. All rights reserved.