For millennials and those with more modest portfolios who only require asset allocation advice and basic financial planning help, online advisers could well meet their needs. (hacked.com)
Instead, between 2007 and 2008 it made costly deals in alternatives and structured notes, followed by direct equity trades, without independent asset allocation advice. (lawyer-monthly.com)
For sampled investors, the sponsoring bank standardizes strategic asset allocation advice, but the advisors made available to investors by the bank have great latitude in recommending specific stocks. (cxoadvisory.com)