Articles tagged "Nest Egg"
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Betterment informs RIA clients of new $2,400 license fee then cancels it, for now, after advisor blowback
During an intense 48-hour period and 'dozens' of conversations with RIA principals, Tom Kimberly capitulated to advisors who say the fee outstrips the features
April 29, 2016 at 8:48 PM
Citing Edward Jones as a cautionary tale, Cerulli alerts 'eRIAs' -- i.e. robos -- that they need to be world-beaters just to survive
The Boston-based researcher suggests by 2016 the standalone B2C model will demand net asset gathering $150 million per month -- a figure that will soon balloon to $180 million per month
October 14, 2015 at 4:42 PM
Why BlackRock's purchase of FutureAdvisor for $152 million could be a deal of destiny
FutureAdvisor will nestle into BlackRock's risk management unit armed with iShares while Wealthfront and Schwab favor Vanguard ETFs
