RMD data, and Schwab communications roil advisors post-TD switch
One of the latest wrinkles in the Schwab transition from TD Ameritrade’s system involves RMD data – a lack of records before Sept. 5.
Source: investmentnews.com
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More tech coming for Schwab advisors
Schwab is throwing more tech at the thousands of registered investment advisors who use the firm to custody close to $4 trillion in assets.
Source: investmentnews.com
Listed REITs offer buying opportunity, analyst says
With the market for listed REITs at historic lows, financial advisors may want to expand clients' real estate allocations.
Source: investmentnews.com
Financial Tech News from Envestnet, Fidelity, FLX Networks, Elements & More
Also, Allianz, Barings and Broadridge are all investing in FLX Networks' tech platform.
Source: thinkadvisor.com
Direct Indexing vs. ETFs – Friends or Foe?
Direct indexing has been getting a lot of attention these days, and the conversation is not really just about the benefits of direct indexing.
Source: etftrends.com