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Private Client Consultant Kimberly Clouse on the changing demographics of American wealth and how advisors should address it.
The Associated Press ran a profile of Friday of fellow investing startup Motif Investing. The profile mentions Covestor among other innovators in the space: Motif is among a small number of young companies trying to challenge traditional investment advisory firms through novel uses of the Internet and social networking. Others […]
Tim Sykes is no longer managing an investment model on the Covestor platform. Due to the nature of Tim’s strategy, we were not able to effectively replicate his trades for our clients. We are committed to providing our clients with the best experience possible and are constantly striving to enhance […]