How Student Loan Companies Are Causing More Defaults
A CFPB study finds that many student loan companies fail to enroll high-risk borrowers in income repayment plans.
Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Consumer Optimism Highest in Nearly 4 Years: New York Fed
Last month, consumers reported the highest level of financial optimism since June 2013, according to the Survey of Consumer Expectations by the New York Fed.
Women Unprepared to Inherit Wealth or Pass It On: Survey
Heirs of both genders are generally unprepared, uninformed and unsupported, women somewhat more so than men, research by RBC Wealth Management shows.
Can This Fee Structure Save Actively Managed Funds?
A new series of funds AllianceBernstein expects to launch this year charge full fees only if they outperform.
Investors Are Killing It With 401(k)s on Autopilot: Fidelity
'Auto-escalation' nudges employee contribution rates up one percentage point a year; average balance hits record $95,500.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
In Reversal, Merrill OKs Retirement Account Commissions in 'Limited Situations'
Wealth chief Andy Sieg shares details on the cases in which advisors can charge commissions via BIC.
Joe Duran — Human Advice Cheerleader: The 2017 IA 25
As digital platforms gain influence, the head of United Capital says advisors must employ more emotions and empathy.
Ultra-Wealthy Investors Are Heavy on Alternatives: KKR
The investment firm profiled its clients with $30 million or more in assets.