Asset management

Upgraded portfolios and easier onboarding processes have helped, but more needs to be done, advisors say.

Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.

The delay was partly prompted by BlackRock’s testimony that policymakers, not index compilers, should set corporate governance standards.

Unlike humans, the technology is not able to explain why it made a particular decision.

Apex Clearing’s new partner says it’s growing by $50 million to $100 million in assets each month.

After the tech bubble and the 2008 financial crisis, the younger generation has little reason to trust the markets.

The TAMP and third-party money manager for 95 advisors launched an SMA thanks to the transition.

With strong returns and affinity among younger clients, one advisor has gone as far as to mandate the strategy.

Stock Protection Funds could mitigate single-stock risk, but are they worth the fees?

Asset managers are increasingly considering tie-ups as they come under pressure from cheaper index-tracking funds.