UBS is obtaining software package-only automatic guidance platform Wealthfront for $1.4 billion, according to an announcement. The deal marks the finish of independence for Wealthfront, which was started in 2008 and stood as one of the first automated tips platforms, or so-termed robo advisors. In the more than ten years […]
Advisors
Investment company Professional Financial Advisors, LLC (Current Portfolio) buys iShares 20+ Year Treasury Bond ETF, Vanguard Total World Bond ETF, Vanguard Intermediate-Term Bond ETF, Western Asset Total Return ETF, iShares 7-10 Year Treasury Bond ETF, sells Dollar Tree Inc, SPDR Gold Shares ETF, Invesco Preferred ETF, Calamos Dynamic Convertible and […]
Investment company Pure Financial Advisors, LLC (Current Portfolio) buys Dimensional Short-Duration Fixed Income ETF, Avantis U.S. Large Cap Value ETF, Vanguard Total Bond Market ETF, iShares 1-3 Year Credit Bond ETF, Avantis International Small Cap Value ETF, sells Vanguard Short-Term Bond ETF, Avantis U.S. Equity ETF, iShares MSCI Emerging Markets […]

 A new examine introduced this week observed that retail buyers are additional likely to trade or have shares that are covered by brokers who also have fiscal advisors doing work in the investors’ metropolitan location, even if individuals investors aren’t clientele of the brokerage.
 
 The review, carried out […]
New Year’s Eve numerals for 2022 get there in New York’s Moments Square on Dec. 20, 2021. Rob Kim | Getty Photos Enjoyment | Getty Illustrations or photos Rethink your retirement timeline Cecilie_Arcurs | E+ | Getty Illustrations or photos The Covid-19 pandemic has pressured numerous persons to re-consider their […]
Climate-change risk is present in nearly every industry – so ubiquitous, in fact, that investors cannot diversify away from it. That means that investors must learn how to manage the risk in both their equity and fixed-income portfolios. We spoke with Ognjen Sosa, chief investment officer at Breckinridge Capital Advisors, […]