Social Security Survivor Benefits: Don’t Just Survive, Maximize
The extra funds overlooked in survivor benefits can mean the difference between living in poverty and relative comfort for many clients.
44% of Americans Don’t Know When the Fed Last Raised Rates: WalletHub
A WalletHub survey aims to see how much the general public knows about the Fed.
Wells Fargo Data Release Said to Lead to Regulatory Focus
Regulators are said to have started asking questions about the breach after the data was mistakenly provided to an attorney.
Morningstar, MMI Launch Sustainable Investing Initiative
The program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
Experts Disagree on Role for Regulators in Cryptocurrency
ICOs are an increasingly popular way to fund cryptocurrency projects, but they're raising concerns among everyone from technologists to lawyers in addressing regulations.
For Wealthy Pre-Retirees, What Beats Financial Security?
Affluent retirees shun traditional asset allocation guidance to reduce equities with age.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 plans with top rankings based on their flexibility, costs, investment performance and more.
New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
What Role Could AI Play in Investor Relationships?
The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning One
Both robo-advisors say the strategies are a direct response to growing demand from clients.