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Christopher Holtby: Tax Reform – Who pays more?
Tax Reform proposal, introduced yesterday, has both some pretty big losers and winners. In the first place the bill’s name – Tax Cuts and Jobs Act.
Are New Robos Using Dubious Comparisons to Lure Clients?
New robo-advice platforms such as Ellevest seem to be suffering from the same marketing pitfalls as their traditional counterparts.
The Fintech Revolution Isn’t Over — It’s Been Co-Opted by Incumbents
Established financial firms are getting in on the game of innovation in fintech.
Schwab’s Robo Outperformed Rivals in Third Quarter
Schwab Intelligent Portfolios outperformed 19 other robo-advisors in the third quarter for portfolios composed of a 60/40 stock/bond mix.