Articles tagged "BrightScope"


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AdvisorHub slams Barron's for its advisor list - correlating higher rankings with higher complaint rates

Jed Horowitz cites an unholy alliance between the Dow Jones publication and the many advisors and firms who make the list -- with criteria based largely on asset accumulation

April 28, 2016 — 7:57 PM UTC

Investopedia's grand scheme for RIAs to act as its answer army and why leads and referrals may be beside the point

So far 100 advisors have signed onto Match.com's sister-site for the opportunity to dispense free advice to investors who probably won't become clients

March 15, 2016 — 8:22 PM UTC

Betterment adds 50 firms to its new 401(k) plan -- and IBM and Marcia Wagner connections

Smaller companies with Betterment-ish-sounding names like Earnest Operations and Boxed are the early guinea pigs but big dogs are on the robo's 401(k) board of directors

January 27, 2016 — 7:24 PM UTC

RIAs stay the course in holding Schwab to its promise of an RIA-in-charge 401(k) plan with a promising result

Only when RIAs proved they'd only take 'yes' for an answer on open architecture and themselves installed as fiduciaries did their San Francisco-based custodian yield with just a minor Morningstar contingency

November 3, 2015 — 8:07 PM UTC

Dimensional Fund Advisors to launch 13 target date funds but can its RIA 'cult' deliver success?

The Austin, Texas-based fund giant sees a 401(k) opening the size of its home state if Vanguard, T.Rowe and Fido are any indication

October 16, 2015 — 4:33 PM UTC

Betterment jumps headlong into the 401(k) business spurred by a conviction that even Vanguard Group is unfriendly to investors in this arena

The New York robo-advisor is going full stack, competing with Fidelity Investments on everything from recordkeeping to financial advice

September 11, 2015 — 2:22 PM UTC

After growth dip, BrightScope takes a whirl at mutual fund data -- but in a way that Morningstar claims it bypassed

The La Jolla RIA-tracker will gear data toward the 401(k) market and knock down a paywall

June 11, 2015 — 7:09 PM UTC

What exactly to make of the big robo-advice deal that, according to Reuters, Financial Engines and Wells Fargo are nearing

The pieces -- 401(k) pricing, DOL, Supreme Court and massive scale -- are all in place to make the Silicon Valley-San Francisco deal make sense, analysts say

May 26, 2015 — 7:56 PM UTC

After a six-month pause, Voya fills the Maliz Beams void with a 401(k) ace whose advancement stalled

Charlie Nelson was passed over twice at Great-West but has now landed a giant opportunity

April 28, 2015 — 7:32 PM UTC

HighTower adds two battle-hardened T. Rowe generals to the 401(k) field

The Chicago-based roll-up is angling for retirement rollover dollars but observers question how determined it is to become a serious player in the lurcrative sector

November 7, 2014 — 7:27 PM UTC