In|Vest West 2018 Direct

Automation, coordination and simplification — without running afoul of compliance — are key.

Kelly Fitzpatrick is a Certified Financial Planner® with eight years of experience in financial technology. She’s been with Advyzon — the portfolio reporting technology firm — for nearly five years and has worked with 200+ advisors over that period. She currently focuses on developing and improving their reporting products.

When given ESG data, investors didn’t change their trading patterns.

With over 40 ESG ratings, 150 rankings and 450 indices, a lack of standardization and transparency means scores can vary depending on which company is providing the rating.

The firm added hundreds more advisors and boosted the number of practices with at least $5 million on its platforms.

FINRA alleges that the firm caused clients to incur more than $2.9 million in trading costs.

Rather than look for an exit, the network of fee-only planners needs additional funding for new services, new technology.

A college professor and investment firm partner views real estate and venture funding as a crucial means of building generational wealth.

Employers surveyed last month expect about half their staff will return on an average weekday by the end of January — most expect employees to spend fewer than four days a week in the office.

The service released its annual inflation adjustments Wednesday, including the standard deduction amount for individual and married taxpayers.