Sean Allocca is a former associate editor of Financial Planning.
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The Silicon Valley robo advisor is offering a proprietary product using risk parity, but advisors debate if it is worth the fee.
February 28 -
The largest independent digital advice platforms profited significantly from a strong M&A market last year.
February 27 -
Advisor "reaped substantial profits" from 65 clients by using block accounts, the regulator says.
February 22 -
YCharts targets advisors seeking to shore up their clients' portfolios during a downturn.
February 21 -
A recent scam involved a fake signature from FINRA CEO Robert Cook.
February 16 -
Mercer Advisors picks up where it left off last year.
February 13 -
A partnership could extend a firm's reach, while ethical investing portfolios offer clients more options.
February 13 -
Finance and investment-related court casesThe barred advisor and his brother defrauded a widow as part of a real estate investment scheme, according to federal prosecutors.
February 8 -
Independent advisors are closing in on the service capabilities of big wealth management firms.
February 7 -
The website glitches show how relatively new digital platforms can get overwhelmed amid high trading volumes.
February 6
