trendspotting
Traditional Advisers Can Learn From ‘Robos’
Automated services are user-friendly, responsive and transparent about fees
Reported by Javier Simon
To access this premium content, please sign up for a free account!
You Might Also Like:
Plan Fiduciaries Compare Annuities in Subscription-Based ‘Hub’
The 401(k) Annuity Hub lets plan advisers and sponsors access a database of annuities while choosing retirement income options for their participants.
Michael Liersch Named Chief Planning Officer at Edelman Financial Engines
In the newly created role, Liersch will focus on financial planning, advice and solutions.
Vanguard to Lower Asset Minimum for Digital Adviser Access
The minimum holding to receive financial advice from "robo-advisory" services will drop to $100 from $3,000.