The complaint marks the first time the state's fiduciary rule is being used to bring charges against a brokerage firm
The platform is designed to enable advisers to execute on two major trends this year: hyper personalization and goal-based wealth management
The acquisition, slated to close early next year, addresses the 2020 industry shift toward technology-enabled financial planning
Four in 10 Americans say they’ll be spending 2021 in 'survival mode' focusing on getting financially stable through next year
Advisers certainly enjoyed free access to products on the platform, but price alone might not have been enough to keep them satisfied
The company's founder will be replaced by Sarah Kirshbaum Levy, former Viacom Media Networks' chief operating officer
More than half of advisers say they expect to increase usage, according to a new survey by Broadridge Financial
With more clients engaged with financial planning, advisers are increasing fees and evolving the way they charge for their services, according to new research
The acquisition will expand access to model portfolios and automated tax management technology for J.P. Morgan Asset Management's network of advisers
The acquisition closes during a year when the largest planned increase in spending is expected to be in digital marketing
