New American Funds Portfolios Designed to Make Retirees’ Money Last
There are three key characteristics of portfolios designed to meet investors’ longevity needs, according to Steve Deschenes of The Capital Group.
‘Befuddled’ Clients, Compliance Headaches Worry Advisors in Wake of DOL Fiduciary Rule
A panel at the Envestnet Advisor Summit on Thursday addressed the concerns advisors have with the DOL’s conflict of interest rule.
SMA Managers of the Year Announced at Envestnet Advisor Summit
For the 12th year, Investment Advisor and Envestnet | PMC announced the winners of the SMA Managers of the Year.
In Digital Revolution, Humanization Matters: Walter Isaacson
The combination of human intuition and technology is superior to what either can do alone, writer Walter Isaacson said at the Envestnet Summit.
Impact Investing Is at ‘Sweet Spot’ for Advisors
The impact investing wave is "mature enough" but "it hasn't yet crested," says impact investing pioneer Amber Nystrom.
Laurie Belew: Next-Gen Cultivator — The 2016 IA 25
Calls for financial literacy programs in high schools aren't just for the benefit of a more informed consumer base.
Kate Healy: TDAI’s Diversity Driver — The 2016 IA 25
TD Ameritrade Institutional is putting its diversity money where its mouth is, and Kate Healy is leading that charge.
Wealthy Investors Not Afraid to Use Robo-Advice, Study Finds
Advisors who worry that automating some of their tasks could alienate clients have little to fear, a survey from MyPrivateBanking found.
Ransomware, Account Hijacking and Other Cyber Threats to Watch
Phishing and social engineering continue to be issues for financial services firms trying to protect themselves from cyberattacks.
4 Regulators Bringing a New Era of Advice: The 2016 IA 25 Slideshow
The world in which financial advisors do business has become increasingly regulated.