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Director of Regulatory Operations and Compliance PCS Retirement
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Experienced Employee Benefits Attorney Shipman & Goodwin LLP
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Daybright Financial
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Internal Channel Sales Team Lead July Business Services
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EPIC RPS
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Director, Strategic Accounts and Channel Development July Business Services
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EPIC RPS
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Independent Retirement
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Stones River Consulting
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Daybright Financial
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Regional Sales Director-Mid Atlantic July Business Services
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Nova 401(k) Associates
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Regional Sales Director-Heartland July Business Services
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Relationship Manager – Defined Contributions Daybright Financial
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Spectrum Pension Consultants (part of Daybright Financial)
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Robo-Advisers: Best Deck Chairs on the Titanic?
The Prudent Investment Adviser Rules
[Opinion] Sept. 15, 2015 "Many of the current robo-advisers offer automatic rebalancing services, which automatically [adjust] an investor's portfolio allocations to their original percentages once certain thresholds are breached. The rebalancing takes place without regard to factors such as overall economic and/or stock market conditions. And therein lies the potential threat to an investor's financial well-being, and the opportunity for traditional investment advisers to establish their value proposition to investors." MORE >> |
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