First Ascent Drops Fees to $500 on All Accounts
First Ascent will begin offering advisors who use its outsourced portfolio management strategies a flat fee of $500 per account, regardless of account size.
Now You Need Even More Money for Health Care in Retirement: EBRI
The Employee Benefit Research Institute increased its projections for how much retirees will need to save to pay for health care in retirement.
Deadline Approaching for New York Cybersecurity Regulations
The mandate will take effect March 1 and “goes beyond even what the SEC and FINRA have put forth," says John Cunningham of Docupace.
Riskalyze Rolls Out Automated Platform, New Products: Tech Update
Riskalyze announced a plethora of new products at the Technology Tools for Today conference in Garden Grove, California, on Wednesday.
eMoney Advisor Unveils Virtual Reality, Optimized Marketing Tools
EMoney debuted a virtual simulation at T3 conference on Wednesday that helps advisors explain how they will interact with clients and the eMoney platform.
Millennials Want to Make Wise, but Different, Money Decisions
Millennials need the same education older generations had, but how they use it will set them apart.
Baseball, Apple Pie and Robo-Advisors: US Dominates Robo Market
A report found adoption of robo-advisor services is heavily concentrated in the United States, with less than 1% of respondents in the UK, Germany and France using a robo.
Middle-Income Retirees Least Likely to Prefer Annuities: EBRI
A report by EBRI breaks down who is most likely to buy annuities.
Vanguard Announces Location for New Innovation Center: Tech Roundup
Vanguard announced on Thursday the location of the new Innovation Center in Philadelphia.
Congressmen Aim to Block Obama-Era Retirement Rules
Two Republican congressmen have introduced resolutions to block an Obama administration regulation that allowed state-administered IRA plans to avoid ERISA coverage.