RoboAdvisors and the DOL Rule: Perfect Together?
I just finished an interesting book called “Time Travel: A History” by James Gleick. It is a well-written amalgamation of the history of time travel in Western literature, starting with H. G. Wells’ classic, The Time Machine. Since Well’s novel pre-dated Einstein’s theories by almost a decade, he was not aware that time is relative to each observer. […]
How a Cold Call Led to a Deal with Scottrade for ASI’s Rebalancing Software
It was an idea born of convenience. Neal Ringquist, President and Chief Operating Officer of Advisor Software Inc., was planning a trip to St. Louis to meet with one of their clients, EverBank. He knew that Scottrade® Advisor Services was also headquartered there. The thought seemed natural to him to give them a call and […]
Fee-Based Advisors Clamoring for Muni Bond Ladders
Are fee-based advisors looking to move more managed account assets into municipal bonds? There is evidence that this is the case and that muni bonds as a percentage of managed account assets could grow over the next few years. Research from MMI/Dover shows consistent growth of fixed-income SMA objectives that corresponds to a consistent decline in […]