What Financial Firms Can Learn From Fitness Trackers
Financial firms that want to offer a better digital experience to their clients should look outside the financial services industry, according to Corporate Insight.
Saving Early No Longer Enough for Retirement Success: Survey
Pre-retirees need to save an additional seven years compared with current retirees, according to a survey from HSBC.
Tweaks to Reverse Mortgage Rules Could Reduce Defaults: Boston College
HUD changes implemented in 2013 and 2015 could trim default rates on reverse mortgages, a Boston College study found.
Wyoming to Begin Registering RIAs
Wyoming was the last holdout of states that didn’t require advisors to register with state regulators.
SEC Whistleblower Chief to Leave Agency
Sean McKessy, chief of the Office of the Whistleblower at the SEC, will leave the agency later this month.
June Payrolls Surge, but Probably Not Enough to Spur Fed
Jobs increased by 287,000 in June, the Bureau of Labor statistics announced Friday. Will the increase be sustained?
JPMorgan’s Kelly: Stop Waiting for Perfection
When interest rates, confidence, earnings and growth all look good, “that is the definition of a market top,” strategist David Kelly says.
Mutual Funds Mostly Positive YTD: Morningstar
Yet equity funds struggled in June, with all categories but large value posting negative one-month returns.
Innovation, Quality Data Are Key to Impact Investing
Advisors must look for innovative business models and do deep analysis to design impact portfolios for clients, ESG investing experts say.
Military Families’ Pay, Housing Awaiting Congress’ Action
Proposals in the federal defense bills could affect service members' housing costs, health coverage and even commissary prices.