SEC examiners will pay closer attention to the fees that retail investors are paying to advisors as well as the disclosure and calculation of those fees.
‘We really enjoy the strategic planning process,’ said no advisor ever. SEI’s new video and toolkit provide a structured, easy, three-step plan with guidelines and worksheets. All designed to help you take the pain out of planning. Learn more now.
Betterment and Wealthfront, two of the most popular stand-alone robo advisory platforms for individual investors, suffered brief interruptions to business Monday during the market rout, as high-traffic volume overwhelmed servers. But they weren't alone. ...
Riskalyze Retirement Solution Launches Riskalyze announced today at the T3 Advisor Conference, in Fort Lauderdale, Florida, that Riskalyze Retirement Solutions, the industry’s first end-to-end digital 401(k) experience built around the Risk Number, is live and available for advisor onboarding. ...
Advisor Group Partners With The W Source Advisor Group said Wednesday it has partnered with The W Source, a nationwide professional networking organization for woman. The country's largest network of independent advisory firms said the goal of the partnership is to drive "awareness and support for the advancement of female advisors across the financial services industry." ...
