Three Charles Schwab investment advisor subsidiaries did not disclose that they were mandating cash allocation in robo accounts that would lower investors’ returns, according to the commission.
Harnessing the power of human emotion with both compassion and robust technology to keep investors focused on what’s best for them isn’t just a trend; it’s the future of what it means to be a fiduciary.
The founder and CEO of Altruist explains why the current state of advisory technology needed a kick to bring it closer to what advisors, and clients, expect.
In the webinar on Thurs. June 23rd, you'll hear from Matthew Kenaston, Partner at Blue Oak Capital, who will explain how the RIA continues to innovate and build their firm’s foundational vision without adding headcount.
.png){kind=small}
.png){kind=small}
