Investment strategies

The “vast majority” of retail clients already qualified as of October but certain customers were still paying $2.95 a trade.

The wealth management tech provider's president of investment services is looking to “tie up some loose ends.”

Like other bank-owned asset managers, the division is under pressure from new regulations such as MIFID II and a protracted shift toward passive investing.

“I feel like I always operate in a recession” — and that’s a good thing, says Bernstein Private Wealth Management's digital chief.

In a session at the In|Vest West conference, Rachleff revealed the digital firm’s ambitious plans to take on big banks.

The announcement is part of an ongoing mashup of financial services. The target audience? The customers of traditional banks.

Just over one in 10 advisors uses a digital investment tool. This, and other findings of Financial Planning’s 2019 Tech Survey.

Before picking a tech vendor for your firm, you might want to have a chat with Carson Group President Teri Shepherd, who speaks with the benefit of hard-earned experience.

The acquisition creates a discount brokerage behemoth that experts say could reshape automated advice.