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Articles tagged "Joe Ziemer"


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Jon Stein [to CNBC]: The only thing I would do differently is I would put a notification in the app and say, 'By the way, we delayed trading right now,.

Betterment explains why its Brexit-sparked trading halt on Friday wasn't 'suspended' trading

The $4.8-billion robo-advisor frames its trading actions in terms of discretionary management of assets but the prerogative it asserts puts RIA clients in a tight spot

June 28, 2016 at 10:43 PM

Walt Bettinger: We saw new enrollments spike as the market fell.

Schwab's robo spikes suddenly to nearer $5 billion as 500 RIAs sign on

San Francisco giant also claims the assets, despite being managed for 'free,' produce better revenues than the self-directed accounts they are cannibalized from

October 27, 2015 at 8:13 PM

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