New York City robo-advisor CEO Sarah Levy bought 'Makara' after 90% demand it; they can choose crypto for 100% of portfolios but must pay a fee of 100 basis points.
Brooke's Note: It's useful to have a pile of capital to invest in buying RIAs if an aggregator wants inorganic growth. But the capital won't yield a return unless said roll-up also has people who know ...
Canter was adamant in the RIABiz interview that even though Fidelity doesn't disclose its pricing agreements with advisors to the general public, his firm is transparent one-on-one with its advisors, ...
Dublin-native and Edinburgh-based Oisín Breen has spent seven years writing about finance, including five whirlwind years diving into the advisor world for RIABiz. A widely published and well regarded ...
The Charles Schwab Corp. announced today (May 7) that it will pay cash for the technology and intellectual property of Motif, a data-driven thematic portfolio firm that will give Schwab the capability ...
After Fidelity was rebuffed by the U.S. Securities and Exchange Commission, Fidelity Canada had more luck by turning to its own securities cop with a more abiding outlook on crypto currency as an ...
Like any venture firm, ScratchWorks will put cash-hungry entrepreneurs through a screening process -- and make them pay $1,000 to be vetted. The three finalists will make their pitches on stage at the ...
Dublin-native and Edinburgh-based Oisín Breen has spent seven years writing about finance, including five whirlwind years diving into the advisor world for RIABiz. A widely published and well regarded ...
Vanguard's response to rising competition has been to move in the opposite direction -- upmarket. Among other things, it's begun courting high-net-worth investors with private equity and active ...
"Managers like Natixis and Aperio took up where firms like Parametric and Placemark started. Of course, these firms’ DI propositions targeted the UHNW. What has changed now is the fractional shares ...
Brooke lives on a houseboat, works in an office and juggles calls across the five time zones and four countries his small team works. He's out to prove an economic major can make a living as a ...
Dublin-native and Edinburgh-based Oisín Breen has spent seven years writing about finance, including five whirlwind years diving into the advisor world for RIABiz. A widely published and well regarded ...
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