BlackRock Goes Robo

Further evidence that the use of robo-advice has gone mainstream: the recent acquisition of Future Advisor by BlackRock. What’s behind the decision? With just $600 million of assets, Future Advisor will hardly make a difference to the bottom line for BlackRock, which advises on $4.7 trillion.   Read More

JULY’s Annual Advisor Event

On Thursday, Sept. 10, July Business Services will host a full-day event with national speakers sharing best practices and insight on how advisors can grow their business in the competitive retirement/qualified plan industry. Located in Dallas, Texas, this event is free for invited FAs and RIAs.   Read More