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Summary: As technology becomes more nimble, commoditized and cloud-based, smaller firms seem to have gained an edge when it comes to serving their advisors.
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Summary: Two weeks after it launched Schwab Intelligent Portfolios, becoming the first custodian to launch an automated portfolio allocation service for retail investors, Schwab is making the technology the backbone of an account management tool for registered investment advisors.
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Summary: Not surprisingly, financial infidelity can destroy relationships, but advisers in some cases can help clients work through the problem. In other cases, however, more than just a financial professional is needed.
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Summary: RBC Wealth Management United States Wealth Report exam scores certainly hint that wealthy U.S. investors are crying out for a deeper relationship with their wealth managers. How then is it possible that financially, many advisors and firms are having record years?
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Summary: Charles Schwab became the first custodian to release it’s own automated asset allocation platform for retail investors on Monday. The launch of Intelligent Portfolios ignited a debate over Schwab’s “no fees” claim and the impact the so-called “robo-advisor” would have on the financial technology sector as a whole.
