Vanguard

iRebal to Power Platform's Rebalancing Engine for RIAs at TD Ameritrade Institutional

Adhesion Wealth Advisor Solutions ("Adhesion"), a leading Unified Managed Account (UMA) platform committed to Registered Investment Advisors (RIAs) and fee-based advice, responds to strong customer interest and shifting industry demographics, with the launch of a unique RIA-branded, digital advice service. An industry first, Adhesion's platform will enable RIA firms to extend their client service delivery model with a "robo-like" capability, coupled with numerous low-cost, open-architecture investment options.

Partners With AdvisoryWorld and Orion Advisor Services to Create New Industry-Leading Technology Programs for FTJ FundChoice Advisor Clientele

FTJ FundChoice, a national turnkey asset management program (TAMP) with over $4.8 billion assets under administration (AUA), today announced the release of Market Movement Strategies (MMS), an investment management and reporting technology platform that offers prospective client risk analysis, private label proposal generation, risk-based portfolio construction, and ongoing private label reporting. The MMS platform release also includes the launch of two new strategists to the FTJ FundChoice Strategist Program, Vanguard and Loring Ward, and the addition of diversifer portfolios and research through a new partnership with Rocaton Advisors and an expanded model offering from CLS Investments and Meeder Investment Management.

Sophisticated, automated advice and money management with no commissions, advisory or account service fees

Charles Schwab today launched a fully automated investment advisory service, Schwab Intelligent Portfolios™, the only investment advisory service using sophisticated computer algorithms to build, monitor, and rebalance diversified portfolios based on an investor’s stated goals, time horizon and risk tolerance – without charging any advisory fees, commissions or account services fees.