MarketPlace will provide advisors with links to approved products and services, such as Goldman’s robo, as Goldman Sachs Asset Management’s Rachel Schnoll takes over leadership of the FinLife CX platform.
Envestnet is bringing together portfolio management, financial planning and data aggregation in its latest move.
YCharts and Schwab have been working together for years, but now advisors who custody with Schwab will have a single sign-on.
Going by the shortened name of Cy, the new offering purports to combine the human and algorithmic in its investment mojo, though not in the conventional sense.
Holistiplan's planned improvements include support for ACA subsidy calculations and AMT.
The announcement comes two days after a minor glitch caused a “poor user experience" for two hours.
The good old days of charging 1% solely for a portfolio of mutual funds are officially over, and that's good news for the right type of advisor, says First Ascent Asset Management's Scott MacKillop.
