FinaMetrica, Redtail Announce Tech Integration
FinaMetrica announced on Wednesday that it is integrating with Redtail Technology to offer FinaMetrica’s risk tolerance scores in the Redtail CRM.
12 Weakest States for Retirement Security: NIRS
There’s “room for improvement” in all states to build better retirement support systems, Diane Oakley said.
U.S. Raise Long-Term Care Insurance Rates for Government Workers
The increases for new enrollees apply across all plan options in the country's largest LTCI program, but some coverage is expanding.
Fidelity Adds $56B in DC Plan Sales, Commitments
Fidelity touts its growth both in the smaller end of the market and with mega-clients like Delta Airlines and GM.
Big Jump in Advisory Firms in 2015
The number of SEC-registered advisory firms grew more than 5% since 2014, the largest increase in four years, a report from IAA and NRS says.
In Alts Investing, Managing Expectations Is Top Priority
Headlines about the relative success or failure of alternative assets like hedge funds can affect clients’ — and advisors’ — attitudes about those strategies.
9 Best States for Retirement Security: NIRS
States were scored based on retirement savings, costs for retirees and labor market conditions for older workers.
Funding a Cure for Childhood Diseases
In June, Children's National Health System and Benefunder, a hosted donor-advised fund, announced a partnership to increase funding for pediatric research.
1 in 10 Advisors Have Never Heard of Robos: Survey
A survey from Jefferson National identifies some misperceptions the industry has about robo-advisors.
Financial Anxiety Hurting Servicemembers’ Health
First Command Financial Services finds 71% of middle-class military families have suffered a health issue in the last year commonly related to financial anxiety.