The newest edition of the Advisor Insights Guide from BlackRock aggregates information from over 16,500 model portfolios advisors run for their clients.

  • This Female Founder Continues To Make Fintech Splash With UNest
    You might think, due to the coronavirus pandemic, that parents wouldn't have extra money to scrape together for college. Not true, says Ksenia Yudina, CEO and founder ...
    07/13/2020 - 10:00 am | View Link
  • Swan Global Investments to Offer Advisors Hedged Equity Strategies Through Envestnet Platform
    Envestnet, Inc. (NYSE: ENV) and Swan Global Investments ("Swan"), a specialized asset management firm with a 20-year track record at the forefront of hedged equity solutions, have partnered to make Sw ...
    07/13/2020 - 3:07 am | View Link
  • Will Robo-Advisors Replace Traditional Financial Planners?
    Lets look at two advantages first: Robo-advisors are elegant tools that do their best to minimize investing costs and streamline their clients' financial lives. FinTech firms like Betterment and ...
    07/12/2020 - 4:30 am | View Link
  • Shaky markets lead some millennials to seek out financial advice
    Some younger Canadians are finding out that there’s no replacement for talking to a real person when things go wrong ...
    07/8/2020 - 9:45 pm | View Link
  • Q&A: BlackRock Explains Megatrend ETFs
    To learn more about megatrends and how BlackRock is helping financial advisors capitalize on them with clients, we spoke to Jeff Spiegel, director, U.S. head of iShares megatrend and international ...
    07/8/2020 - 10:41 am | View Link
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  • Greedy Or Needy: Why More Than A Thousand Financial ...
    In fact, according to Financial Advisor Magazine, more than 1,400 registered investment advisors (RIAs) took PPP loans, including 28 that are members of the top 100 advisory firms according to RIA...
    07/13/2020 - 9:20 pm | View Website
  • SEC Bars Financial Advisor Over Taylor Swift Scam
    A former LPL Financial advisor allegedly solicited money from clients for a phony charitable project in Africa and claimed pop star Taylor Swift was involved. We've detected you are on Internet...
    07/13/2020 - 8:34 am | View Website
  • How Financial Advisors Pick Client Investments
    To choose investments for a client, financial advisors start by assessing the investor's tolerance of and capacity for risk. Most advisors operate with model portfolios, which they adapt to suit...
    07/9/2020 - 10:41 am | View Website
  • What Do Financial Advisors Do?
    Robo-advisors typically invest clients’ money in a portfolio of ETFs and mutual funds that provide stock and bond exposure and track a market index. And if you have a complex estate or tax issue,...
    07/8/2020 - 8:15 pm | View Website
  • Top 10 Financial Advisors in San Diego, CA |
    SmartAsset knows that choosing a financial advisor isn’t easy, so we compiled this list of the top San Diego financial advisor firms to make the search process a little easier. We ranked the top 10 firms according to assets under management and then laid out the firms’ fees, investment strategies and more in tables and in reviews.
    07/8/2020 - 12:19 am | View Website
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