Navigation + News


Merrill Lynch is the latest firm to offer a robo and hopes to mimic its Merrill Edge popularity

Bank of America’s Merrill Lynch is the latest firm to embark on the robo arena. The firm is hoping it can duplicate its Merrill Edge success with a new robo offering it will launch in early 2017 dubbed Merrill Edge Guided Investing.


Fidelity Introduces Model CD Laddering

With yields on savings accounts and checking accounts being essentially non-existent, Fidelity (read our review) has introduced Model CD Ladders strategies that offer clients the ability to build simple CD ladders in their brokerage accounts.


TD Ameritrade Announces 2016 thinkorswim Challenge

TD Ameritrade (Read our review) has formally kicked off registration for the 2016 thinkorswim Challenge at Registration will remain open until Wednesday, September 28th, 2016.

scottrade 0721

Scottrade Reaches Key Growth Milestones

Scottrade Financial Services announced that both Scottrade Investment Management and Scottrade Bank reached key milestones as they continue to grow rapidly.


Fidelity Go Robo Launches Nationally

Fidelity Go has launched nationally. This is Fidelity’s automated financial advice tool that first blogged about last December. Here, we take a look at some of the key features of Fidelity Go. Square Logo