Archive

We're still on the hunt for emerging managers.

It's huge progress, Steiman says, and he thinks the company will continue to gain traction.

What - if anything - do the planned changes mean now to investors?

Sure, you can make more money with more risk. But smart investors don't operate like that.

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 […]

Revenue growth isn't coming solely from new members.

Q4 tech expectations may still be too high, says Mike Tarsala

A small number of 401k participants may be getting stuck with the bulk of the plan expenses. Covestor manager Matt Pierce sheds light on the complicated issue.