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Daniel Gonzalez, a wealth analyst at Javelin Strategy & Research, views the tax proposal as minor. He added that affected corporations in the financial sector will find ways to minimize the impact. He estimates the big banks to pay $1 billion in...
The money is flowing freely and at low cost these days. Betterment and its dedicated cadre of capital backers are not drunk on cheap money; however, quite the contrary.
Schwab’s pilot program is a “signal moment” for direct indexing, said William Trout, director of the wealth management division at Javelin Strategy & Research. “What Schwab is trying to do is create essentially a starter package for young,...
iCapital’s acquisition of a structured notes technology provider like Axio is in the “sweet spot” for the former. Earlier this month, Trout published a report called “Digital Platforms and the Guaranteed Income Conundrum” on the topic of annuities...
"If PayPal adds investing to their app sooner rather than later it will be good. By centralizing all of its services in a single app, PayPal is combating the commoditization of traditional credit and debit while creating a venue for expansion into...
"The expectations of a new generation of investors are reverberating up the asset management value chain. These center on investing to environmental, social and governance criteria and the digital experience in general. Today’s investors are far...

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