Sean Allocca is a former associate editor of Financial Planning.
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Personal Capital is the latest digital-first firm to spend on TV and magazine ads, acknowledging it is “challenging the legacy players in wealth management.”
By Sean AlloccaOctober 30 -
The move follows similar offers from other major brokerages in the last two weeks, as firms race to woo clients with the lowest-priced products possible.
By Sean AlloccaOctober 21 -
The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.
By Sean AlloccaOctober 16 -
The low-cost brokerage followed its competitors for retail clients and will offer the new pricing to RIAs in November.
By Sean AlloccaOctober 10 -
Even though it now claims six million accounts, the free trading platform may still need to expand its offerings to stay competitive, experts say.
By Sean AlloccaOctober 9 -
Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.
By Suleman DinOctober 4 -
The loss in commission revenue could force consolidation, according to a Fitch Ratings report.
By Sean AlloccaOctober 3 -
It's the latest move in the race to offer products at the lowest possible prices.
By Sean AlloccaOctober 1 -
By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.
By Sean AlloccaSeptember 30 -
The indexing giant’s pilot Digital Advisor will be priced at 15 basis points, but allocate client assets almost entirely in proprietary funds.
By Sean AlloccaSeptember 20