Plumvo offered its online-brokerage, wealth-management and personal-finance software to investors and advisers for free, but ultimately was unable to make its business model work.
<i>InvestmentNews</i> wants to know how clients are reacting to the uptick in volatility. Take our 1-minute survey and let us know.
The billionaire who built Franklin Templeton survived a lawsuit by the son of an early investor who said he was cheated out of a stake in the firm worth $136 million. But the company will still have to defend itself in court.
The farther an adviser gets away from client-related activity, the greater the potential drag on efficiency
The financial advisers' educator says it's all about asking the right questions and listening for honest answers. <i>(Plus: <a href="http://www.investmentnews.com/gallery/20150602/FREE/602009998/PH" target="_blank">6 secrets of top-performing advisers</a>)</i>
<i>Breakfast with Benjamin:</i> Do Janet Yellen and her partners on the Federal Reserve Board know what they're going to do with interest rates?
Firm will waive a portion of its management fee and limit expenses for at least the first year of the large-cap version of its ActiveBeta ETFs.
As market volatility ramps up, the timing of IMCA's certificate program kicking off next month is ideal.
<i>Breakfast with Benjamin</i>: Economists are leaning toward a rate hike, but the futures market begs to differ.
A new study from AARP finds that one-third of Americans ages 40 to 64 anticipate that they will continue working post-retirement.
This underutilized method can provide a variety of benefits, such as reduced risk of rising taxes and the ability to better control taxes on Social Security benefits and Medicare premiums.
About 90 mobile startups have crossed $1 billion mark, spurring talk of a bubble; overvaluations makes it harder for venture capitalists to find an exit.
With recent market swings come opportunities for advisers to lower their clients' tax bills.
VTL manages eight ETFs and $1.7 billion, is known for funds that use rule-based approaches to select stocks that may outperform the market.
Jeffrey Gundlach's $48.2 billion DoubleLine Total Return Bond Fund returned 0.7% over the past month while his peers showed losses.
A first for the mutual fund industry, and the cheapest offering in ETFs, an analyst says.
Tax-exempt category is actually benefiting from the dark cloud hanging over it.
Philadelphia-based myCIO Wealth Partners is latest deal in year of sky-high valuations for wealth managers.
Planning for the spend-down phase more important than ever given the longer time horizon
Two advisers from the elite unit broke away to start their own RIA in Texas.
