Portfolio

Three out of the top four RIA custodians compete directly with their RIA clients through their networks of branch offices and call centers.

The bullion rally has shown signs of losing momentum as economies reopen.

“Expense ratios matter to most people, particularly when you're looking at these mostly passive funds,” an expert says.

Despite its risks, the fund has become popular with day traders, who pushed its volume to new highs this month, according to a report.

A rising appetite for achieving specific investment objectives, such as sustainable investing, is the main driver behind the projected rise in their popularity.

Under the proposals, the top 0.1% of earners would be subject to a 43% tax rate on their income.

As the Fed cuts borrowing rates and supports the investment-grade corporate bond market, some investors are looking for higher returns, an expert says.

It also suggests digital advice providers “have only a few years to achieve critical mass, or they will be sold for parts like Motif and Folio Financial,” says one expert.

Clients may have an ability to increase the ratio of after-tax dollars in their account by completing one or more transactions that are exempt from the pro rata rule.

The pandemic has underscored the need for more socially and environmentally responsible financing.