T. Rowe Price is a mutual fund company, and its funds and fund customers are its primary focus. While you can open a brokerage account to trade individual securities, the trading functionality—such as order entry and tools like charting—is limited compared to other online brokers. ...
68% expected increase in robo/AI advice platforms by 2027.1 56% of the highest earners under age 50 want a financial coach.2 50% of clients implement less than 20% of the advice they receive. And 20% don’t implement any of their financial plan.3 ...