Moneta, a $27 billion RIA in Kansas City, is the latest firm to bring trust company services in-house; observers say it's unlikely to be a widespread trend.
Merrill Lynch advisors will have exclusive access to the designation for a year before the College for Financial Planning opens up the course to others.
Increasing interest in tailored portfolios coupled with heightened asset manager focus suggests direct indexing will be a viable solution for investors seeking portfolios that meet their ESG criteria.
Teenagers ages 13 to 17 will be able to trade U.S.-listed stocks, Fidelity mutual funds and most exchange-traded funds, with no account fees or commissions.
Customer onboarding processes continue to present meaningful challenges for advisors. Join this webinar on May 26th as industry specialists from RBC, Salesforce, MuleSoft and Deloitte Digital discuss practical insights on how to digitize and simplify the onboarding process.
