Advisers are Adopting Technology, Model Portfolios
More practices are looking to upgrade their technology and implement direct indexing and model portfolios as they look to spend more time on client service.
Presidential Elections and Retirement Portfolios
Presidential election cycles have a history of unpredictability, and for that reason alone investors should be cautious about tailoring their portfolios based on the politics of the day.
Investment Product and Service Launches
Morningstar releases goals-based planning solution; Schwab adds account conversion feature to portfolios solution; and AssetMark to offer Savos personal portfolios.
Investment Product and Service Launches
Morgan Stanley builds low-minimum impact portfolio suite; American Century Investments decreases ETF management fee; Sun Life Financial consolidates asset management businesses; and more.
Retirement Industry People Moves
T. Rowe Price Names Senior DC Specialist; Vanguard Rotates Portfolio Managers; American Century Preps for Major ETF Business Launch; and more.
Morningstar to Unveil Office Cloud
It will enable advisers to manage their practices and portfolios