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Clients using FundKeeper can open new accounts, perform automated suitability checks and support level load funds under a single platform.
November 7
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“People need to know what the rules are,” an industry consultant says.
November 7
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Data reported by the Investment Company Institute.
November 3
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Nov. 6: Platforms like FundKeeper are aimed at helping retirement account advisors comply with the DoL’s fiduciary rule.
November 3
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The delay was partly prompted by BlackRock’s testimony that policymakers, not index compilers, should set corporate governance standards.
November 3
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Unlike humans, the technology is not able to explain why it made a particular decision.
November 2
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The average fund posted a 12.6% annual gain compared to 7.6% for the S&P 500.
November 1
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With the compliance deadline nearing, regulators have yet to make key decisions on dark pools, rules clashes with foreign markets and data collection.
November 1
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One alternative tactic, though expensive, includes buying put options on equities or an index, according to the team.
October 31
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Institutions are regularly compiling large amounts of data in their quest for enhanced disclosure, an expert writes.
October 30
Confluence
