Four years ago, a small army of upstarts established a foothold in the investment platform market. Now, advisers and providers are scrambling for the higher ground.
Tahn SharpeJuly 23, 2018
Just as ETFs have challenged the value of active fund managers, fintech innovators are attacking the value proposition of high-cost platforms. Sharesight's Doug Morris writes.
Doug MorrisMarch 9, 2017