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Portfolio Builder

Jul 16, 2019


Schwab's Subscription Advisory Service Attracts $1 Billion in Less Than 4 Months

By Bernice Napach

“It's clear from these early results that we've struck a chord,” Schwab's Cynthia Loh says. Read More


How Donor-Advised Funds Can Amp Up Their Giving Power

By Bernice Napach

Many donor-advised fund investors don't realize they can make impact investments as well as giving to charity. Read More


MSCI Adds ESG Ratings to 32,000 Funds and ETFs

By Ginger Szala

Ratings are on a scale from AAA (leader) to CCC (laggard). Read More


Dynasty Adds Ethic ESG Offerings to TAMP

By Ginger Szala

The RIA is adding customized products to increase ESG options for portfolios. Read More


Morningstar Explains Its Ratings System Update

By Ginger Szala

Many active funds may be downgraded due to a new system of taking fees into account with rankings. Read More


Schwab Expands Commission-Free ETF Platform Again

By Bernice Napach

Schwab has more than doubled the number of ETFs on its commission-free platform from a year ago. Read More


Fed's Powell Signals Rate Cut as Trade War Outweighs Strong Job Market

By Craig Torres and Christopher Condon

Powell also said in his congressional testimony that he would not resign from the Fed if Trump tried to fire him. Read More


Skience Launches New Version of Its Wealth Management Platform: Portfolio Products

By Jeff Berman

Also, the Model FA online community has launched a resource library and podcast. Read More

Save the Date

Private Client Forum Americas

Join us for the 2019 Private Client Forum Americas at the luxurious Pelican Hill Resort in Newport Beach, CA on March 27-29 as we unite the most senior and elite advisors to HNWIs and UHNWIs to discuss the most timely and concerning issues across the Americas, with an outlook on the rest of the world. Learn More


Measuring the ROI on Advisor Designations

Sponsored by: Cetera Financial Group

Getting an advanced designation or certification takes a lot of effort. Get insights on if it’s really worth your while. Learn More

Why You Need to Improve Your Client Experience Right Now

Sponsored by: Orion Advisor Services

If your clients don’t feel like you are giving them the experience they want, they will find someone who does. Learn how to keep that from happening. Learn More

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