Fusion Family Wealth’s CEO says investors’ pandemic-related fears have driven emotional responses to financial markets to levels he had not seen in his three decades in the advisory industry.
The new offering expands on the company’s previous model portfolios by allowing most exchange-traded funds rather than only those that are part of Betterment Core Portfolio Strategy.
Advisors with the skill set to do true holistic financial planning can easily generate revenue that could replace lost AUM due to fee compression, says Commonwealth Financial Network's Justin Duft.
A job posting for an equity and exchange-traded fund trading manager says the position requires the launch and oversight of fractional trading, according to FA-IQ sister publication Ignites.
Lawyers for the firm say Massachusetts Secretary of the Commonwealth William Galvin created a false impression of any underhandedness and had no authority to adopt the state’s fiduciary rule last year.