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Keyword: Robo-advisors

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Economic indicators

Wide range of proposals, from market structure to broker conflict issues, dropped

Piles of coins

Effort to gain insight on dealers' clients will seek data from year-end 2026

Compliance sweep in 2022 found WealthBar wasn't meeting new standards

Young student taking notes while e-learning on laptop

Survey suggests financial advisors emphasize value, build trust, communicate regularly

Phone finances

Company aims to rival the big banks, by having more than a trillion dollars in AUA

Couple reviewing their finances

Self-directed investors prioritize convenience, control, costs

Businessman talking with financial advisor in bank

Investors enjoy DIY investing, relying more on social media for information

Younger, female, low-literacy investors are particularly vulnerable to digital tactics, study shows

Euro map

European regulators make recommendations for revitalizing capital markets

Silhouette of man at sunset

The regulator also wants to toughen enforcement and see better advice given at banks