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April 6, 2017

JPMorgan is Rolling out a Robo-Advisor This Year
CEO Jamie Dimon tells shareholders the automated advice product will be “inexpensive.”
Trump’s Tax Cuts and Your Clients’ Portfolios
Important, sure — but enough to budge asset allocations?
RJ’s Steward Partners Nabs Wells Fargo Advisors FA
Advisor managed $160 million and didn't want the distractions of "various banking initiatives."
Cybersecurity Assessment is Key for Advisor Firms
Identifying vulnerabilities and determining who has access to important data are essential to preparedness.
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Explainer: What is a Factor-Based ETF? Sponsored by iShares
FA-IQ and iShares explain how factor-based ETFs work and how FAs can use them in client portfolios.