From InvestmentNews
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Summary: Robo-advisers say they'll be just fine as the industry heads into the final countdown of the Department of Labor's impending fiduciary rule, but potholes along the way could push executives out of their comfort zone, according to an InvestmentNews roundtable of executives at many of the leading digital-advice platforms.
From InvestmentNews
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Summary: Fidelity Investments, the second-largest U.S. mutual fund company, will test an automated-investment service starting Wednesday on a small group of existing customers.
From Finacial Planning
Added on March 2016 in M&A Issues
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Summary: Mercer Advisors is staking a claim to be one of the country's largest RIAs. The Santa Barbara, Calif.-based firm is merging with Kanaly Trust of Houston to form an $8 billion-plus powerhouse firm with 20 offices around the country.
From IRIS
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Summary: Yes, your website needs to have a great design with layout, graphics and photography and be responsive (so that it looks great on any device). But there are some absolutes for your site that need to be taken into account as well.
From Finacial Planning
Added on March 2016 in M&A Issues
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Summary: On the prowl for new avenues for growth, private equity firms are ramping up their pursuit of the RIA market.
