Advisers carve wealth management unit out of $16 billion asset manager – InvestmentNews

The wealth management ranks inside Madison Investment Advisors have gotten a little thinner after veteran advisers Walter Dewey and Benjamin Dickey spun off last week, along with $400 million in client assets, to launch their own firm, Resonant Capital Advisors. Unlike a lot of departures and breakaway moves unfolding across the industry, this one is …

10 Stocks to Buy in November – Investorplace.com

October is almost over, and most investors are saying good riddance. Though the month tends to bring about an end to the typical September lull and kick-starts the usual year-end bullishness, this year, the month has been extraordinarily rough. The S&P 500 is down roughly 8% for the month and doesn’t look particularly well-positioned for …

Robo SigFig building digital platform for Citizens Bank advisers – InvestmentNews

SigFig is expanding its roster of products for financial institutions with CoPilot, a digital wealth management platform for financial advisers. The San Francisco technology firm is best known for building retail-facing digital advice platforms for financial institutions, including Wells Fargo, UBS and Citizens Bank. CoPilot goes beyond robo-advice to digitize several front, middle and back-office …