New Survey Reveals 51% of RIAs Are Bullish on US Markets, 79% Use Gen AI-Enabled Tools Independent registered investment advisors (RIAs) are entering year-end 2025 with renewed optimism, according to ...

Enhancements Enable Financial Advisors to Streamline Workflows and Engage Clients More Effectively The latest enhancements include tools like Portfolio View, Allocation, Rebalance, and Tax Loss ...

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR) today announced the launch of Custom Indexing for Registered Investment Advisors (RIAs), a new direct indexing solution that ...

Concerns about market volatility and changing U.S. policies on issues such as tariffs have dampened financial advisors’ market enthusiasm, with more than half turning more bearish on domestic stocks ...

Charles Schwab and Interactive Brokers are two of the most well-regarded online brokers, and they offer tons of features to help long-term investors and short-term traders thrive in the market. Schwab ...

Advisors have become much more bullish on the outlook for both U.S. and global markets since spring, although there is still some worry about a market correction, according to the latest IBKR Insights ...

Interactive Brokers is adding a new custom indexing tool in a move that could boost its appeal to registered investment advisors who custody with the firm or are considering doing so.

The company’s robo-advisor is capping management fees on its 22 actively managed portfolios, a move executives hope will attract more clients. Interactive Brokers is slashing management fees on some ...

GREENWICH, Conn.--(BUSINESS WIRE)--Interactive Brokers (Nasdaq: IBKR), an automated global electronic broker, has introduced significant enhancements to its web-based Advisor Portal, bringing advanced ...