Fidelity

Robinhood Markets has snared most of the attention for attracting an army of day traders during the pandemic. But far bigger profits are flowing to the family behind Fidelity Investments in Boston.

Scoring across nine quantitative and qualitative metrics, here’s how Backend Benchmarking ranks the industry’s digital advice providers.

The firm said high volume may have curtailed access to its mobile app and urged clients to use its other platforms.

Kathy Murphy played a key role in scaling the company’s retail advice channel.

More clients are also looking for financial advice within the custodian’s retail channel, which offers a robo advisor and full-service wealth management arm.

Coronavirus has accelerated trends in advisor compensation as firms move to an ensemble model and enhance their benefits packages.

Far from commoditized, digital advisors' performance varies widely, according to new research.

The same words keep popping up in company titles. Here’s why that may be problematic.

It’s a big decision, and getting it right the first time around can avoid a lot of headaches, experts say.

“Investors are going into lower, more passive mutual funds because they don't want to pay the fees,” an expert says.