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The adviser was also ordered to pay $300,000 to cover Wells Fargo's legal fees.
August 31
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Algorithms are based on pure math and cannot be biased. Right?
August 31
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Low-cost, online managed accounts may become table stakes for wealth management firms.
August 31
Corporate Insight -
Aside from being impractical to build in the infancy of computers, an index fund, at one time, was an insult to investors who prided themselves on picking the best stocks out of thousands.
August 31 -
What do historically low interest rates mean for clients’ retirement savings — and their advisers?
August 31
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A third of investors in a recent Fidelity survey said they would switch advisers if they weren't active technology users.
August 31
eMoney Advisor -
Investors are better off having target-date funds than balanced funds as TDFs provide broader diversification and focus on minimizing risk.
August 30
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For value-minded clients, here are the cheapest funds (10 basis points or less) with the best 3-year performances.
August 30
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How Todd Sacks joined an elite ranking of wealth management supervisors.
August 30
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Because community property law can dictate who gets an IRA after death, it must be taken into account when a client names a beneficiary.
August 30
