Technology Observations From Belize
In July, I had the opportunity to join a team of 37 people and spend a week helping the citizens in Progresso, Belize, a remote village of approximately 2,000 people.
Female Investors Don't Lack Confidence; They Just Have High Standards: Study
A recent survey by United Capital suggests that the common idea that women lack financial confidence is malarkey.
DOL Fiduciary Rule Hits BDs’ IT Budgets, Product Lines
“Broker-dealers have to make a lot of very difficult, and in some cases expensive, decisions,” ERISA lawyer Fred Reish says.
8 Best Foreign Retirement Destinations
The Retire Overseas Index identifies some lesser-known cities and regions for retirees to explore.
Hearsay Launches New Social Media Tool for Advisors
The platform tracks client communications, suggests steps for advisors to take and gives broker-dealers data for building best practices.
Cutting Small-Business Health Coverage Risks With HMRAs
A traditional HRA with an employer health matching reimbursement account (HMRA) can provide a solution for small-business clients.
Top Portfolio Products: Nuveen Launches Alternative Investment Platform
The platform, using technology from Artivest, lets advisors allocate alternative investments across client portfolios and monitor their performance.
Fidelity Submits Proposal to Retrofit Closed-End Funds as ETFs
Firm’s application calls for new exchange-traded active funds; Fidelity proposal would eliminate daily disclosure of holdings.
Morningstar to Help BDs Manage Small 401(k)s
Morningstar Plan Advantage will let broker-dealers offload the fiduciary responsibility of managing defined contribution retirement plans.
LPL Details New Mutual Fund-Only Accounts
The new accounts deliver “cost benefits of direct business but with the ability to supervise that comes with LPL custody,” the firm says.