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Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.

Richard L. Harris is president and CEO of Caltech Employees Federal Credit Union and chair of NAFCU.

Eyal Shinar is CEO and Founder of San Francisco-based Fundbox, he served as a Vice President at Battery Ventures where he led many projects and investments in the areas of finance, machine learning, SMBs and SaaS. Additionally, Shinar was one of the first employees of Old Lane, a $5.5B NY based global hedge fund (later acquired by Citigroup), and also worked for Castle Harlan, a leading $6B NYC-based buyout firm.

Large mutual, pension and hedge funds are chasing better returns in rallying U.S. stock markets thanks to President-elect Donald Trump's pro-growth policies.

The one-size-fits-all approach may not suit everyone as circumstances vary. Investors may consider a managed account, plus a robo, which is an inexpensive alternative.

Though some say the rule's future is in doubt, the firm is going ahead with sweeping changes it hopes will make its advisers more competitive.

Peter J. Scalise serves as the national partner-in-charge of the federal tax credits and incentives practice at Sax LLP and a member of the board of directors at the Sax Charitable Foundation. He also serves as a philanthropist and chairman for several boards of governors, boards of directors and boards of advisors for local, regional and national charities in connection to poverty and hunger alleviation; humanitarian relief; economic development; environmental conservation; health and social services; supporting veteran and military service personnel along with preserving arts and cultural programs. He is the founding chairman and creator of many philanthropic campaigns, including the Alzheimer's Association's Accounting Industry Leadership Council; the American Cancer Society's Accountants United to End Cancer Council; the USO's Accountants Salute the Troops Council; and The Food Bank For New York City's Accountants United to End Food Insecurity Council. 

Jordan Stutts is a New York-based reporter covering national and regional banks and how the finance industry impacts society. Before joining American Banker, Jordan covered private equity at PEI Media. His journalism career began at Qcitymetro, a local news publication based in Charlotte, North Carolina.

From fiduciary to robos to marketing: A close look at advisers’ top concerns and how their budgets have changed year-over-year, from TD Ameritrade’s annual survey.