Industry
MBA VS. CFA: Here's How To Decide Which One To Get
For a short story, it's good but anyone considering these options owes it to himself to explore the full range of designations in the private wealth advice field.
A4A recently hosted a webinar in which all of the major designations were discussed.
Bloomberg Black Financial Advice Platform Launches, Promising To Help Investors Sleep Better
Yet another online investment advice app has launched, this one from the financial news and data giant, Bloomberg LP.
When is a Registered Investment Advisor Required to Obtain an ERISA Bond?
The protection of client assets is critical to securities regulation, especially in the wake of Dodd Frank and the need to boost investor confidence. The bulk of the regulations fall to “qualified custodians,” who have custody of client assets such as: broker dealers[1], banks[2], savings associations[3] and futures commission merchants. [4]
Mass-Affluent-Advisor Shakeout Keeps Rolling Along; CNBC Puff Piece On Financial Advice Apps That Replace Advisors Marks A New Chapter In Financial Planning
CNBC in a post today reports on Betterment, calling it "one of several relatively new online services offering investors automated financial advice and money management, often at a discount to traditional financial planners." CNBC also mentions and links to Wealthfront, Personal Capital, FutureAdvisor, Hedgeable and Covestor.
The story conclusively shows that mass media outlets have discovered the new generation of online financial advice apps that replace advisors, and it marks the opening of a new chapter in the evolution of the American consumer in personal financial management
Schwab Inks Deal To Make Morningstar A Money Manager Available To 1.6 Million Retirees
Schwab Retirement Plan Services, a 401(k) provider to 1.6 million workers saving through company retirement plans, today announced the addition of Morningstar Associates, LLC, as a managed account provider for Schwab Index Advantage.
More Articles ...
- CFP Board Campaigns Against Advisor Rip-Offs Even As Its Rules Largely Exempt CFPs From Acting As Fiduciaries
- NFP To Be Acquired By Madison Dearborn Partners For $1.3 Billion
- Schwab Says Net New Enrollments In Retail Advisory Offers Are Up More Than 70% Year-Over-Year; Assets In A Low Cost Actively Managed ETF Solution Soared By 51%
- What Do Charles Schwab, Personal Finance, And Rap Music All Have In Common?
