Fidelity Expands Managed Account Offering to Advisors, Recordkeepers
The offering is a personalized, customized solution for employee retirement accounts.
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.
Continuity Planning: The Missing Link in Most Succession Plans
While the industrywide lack of succession planning has been largely addressed, I find today’s plans often fail to address an equally serious problem for clients.
The 2 Most Important Questions Advisors Should Ask Clients
William Coppel of First Clearing tells ThinkAdvisor that advisors typically ask clients “a list of 55 questions” but need to boil that down.
Active Equities’ Broken 1970s Model Needs a Renaissance
What is to be done? Let's start by declaring an end to Modern Portfolio Theory and looking instead to behavioral finance.
Envestnet Announces Its First Essential Advisor Awards
The awards coincide with the launch of its Essential Advisor Certification program.
Bionic Advisors: Envestnet and the Kasparov Principle
If you want to outmatch both robos and humans alone, think like chess champion Garry Kasparov, Envestnet CEO Jud Bergman says.
How to Discuss Impact Investing With Your Clients
It's a conversation most women and millennials want to have — and one robo-advisors can't initiate, says Envestnet's Zachary Karabell.
Ultra-Long U.S. Bonds Can Absolutely Make Sense: Mnuchin
Treasury to issue refunding plans for April-June; economic growth to stay under 3% this year and next, says Mnuchin.
Morningstar to Offer Advisors a New Tool to Evaluate Risk: Portfolio Products
In other product news, Ivy enters the passive world with five new index funds.