Articles tagged "CFA"
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After putting big chips on DOL fiduciary rule, Betterment hosts funereal event to mark the April 10 Go Day That Wasn't
CEO Jon Stein sat shoulder to shoulder with CFP Board and Consumer Federation of America guests and held court with CNNMoney, Wall Street Journal and Consumer Reports reporters
April 13, 2017 at 6:50 PM
Why FutureAdvisor orphaned its B2C book of business, how post-Invesco Jemstep is doing and other learnings at CFA Society's robo-panel in San Francisco
Since BlackRock acquired it, the $152-million robo has gone full-on for big enterprises with big books of boomers and joined a chorus of robo-owners sick of millennial bullcrap
April 4, 2017 at 5:38 PM
TD throws its first client-best-interest summit, a micro-event, by 'candlelight' in Palm Beach and ideas rise from the RIA deeps
As members of a consumer panel bitch creatively, fed up advisors dig deep for ideas that depend less on DC vicissitudes and more on RIA will and unity
June 17, 2013 at 4:33 AM
How and why I'm starting an RIA from scratch and what I'm spending to make it happen
A former institutional bond broker and Navy lieutenant is now eight months into the RIA game. Here's what the view from the starting line looks like in 2013
February 22, 2013 at 4:28 PM
Barbara Roper sends stern letter to Rep. Bachus raising new FINRA-as-SRO issues
Consumer Federation of America: Smaller firms would bear the brunt of costs and broker/advisor confusion may only increase under the contemplated bill
June 4, 2012 at 8:28 PM
Yesterday's proposed DOL regs underscore why default investments are the 401(k) market's giant untapped opportunity
Regulators' so-far soft approach on target date funds leaves door open for advisors to compete
