Posted on September 23, 2020

Overview

Morgan Stanley Access Investing is the digitally managed account platform offered by Morgan Stanley. Access Investing stands out immediately for its unique investment themes including  Robotics & AI, Defense & Cybersecurity, Emerging Consumer, Genomics, Diversity, and others.

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Posted on September 15, 2020

  • Through the first half of 2020 results were mixed, with five of eight SRI portfolios outperforming their respective standard portfolios
  • Betterment SRI, Merrill Edge SRI, and Morgan Stanley SRI lead the way over the first half of 2020
  • Over the trailing 2-year period, all five SRI portfolios outperformed their non-SRI counterparts at the same provider despite higher fund fees
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Posted on September 11, 2020

  • Schwab recently released Schwab Plan, a financial planning tool available to all clients for free
  • The Plan is powered by MoneyGuidePro and has garnered buzz due to its institutional quality and sophistication
  • The tool boasts a hypothetical simulations feature, detailed client considerations, and intuitive sliding scales to easily make adjustments
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Posted on September 9, 2020

  • Fidelity Spire is a new, free cash management app that is designed to help younger investors plan, save, and invest for their financial goals
  • Spire connects to Fidelity Go for seamless integration between saving and investing
  • Users can create short-term and long-term goals, prioritize them, and allocate funds accordingly
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Posted on September 3, 2020

  • We had the privilege of speaking with Axos Financial CEO, Greg Garrabrants
  • Topics included the acquisition and integration of robo advisor WiseBanyan, clients’ reaction to the pandemic, and the future
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Posted on September 1, 2020

  • Motif closed its doors after raising $126mm and being one of the early innovators in the space
  • Empower purchases Personal Capital for approximately $1 billion representing the largest acquisition we have seen to date
  • Goldman Sachs set to release robo in 2021 after falling behind competition. Will they have a last-move advantage?
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