Direct Indexing Platform Frec Adds Portfolio Allocation Feature

Published on February 4, 2025

The functionality will enable investors to choose how to rebalance rather than have it done automatically.

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Inflation, Tariffs, and the Fed

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The Federal Reserve made it clear on Wednesday that it’s not about to cut short-term interest rates again anytime soon, which is good news if you’d like to see the Fed live up to its goal of bringing inflation down to 2.0%.

Commonwealth Snags $320M Advisor from Cambridge

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Advisor David A. Schneider in New York City has left Cambridge after 17 years with the broker/dealer.