Best Full-Service Investment Firms Ranked by Investors: J.D. Power — 2017
Overall satisfaction has risen across full-service broker-dealers, the survey finds, but robo-advisors present a clear threat.
How Advisors Can Put Advice & Clients First
With tweaks to how they communicate and use technology, wealth managers can deepen relations with investors and grow their practices.
SEC Bars Broker for Aiding Brothers' Securities Fraud
The three “repeatedly duped at least four unsophisticated foreign investors into sending funds to various U.S. bank and brokerage accounts," the SEC states.
How to Achieve Financial Wellness? Use Programs Repeatedly, Run Retirement Projections
These are the key findings from Financial Finesse's 2016 Year in Review report.
Ryan Pulls Bill to Repeal Obamacare; Says Tax Reform Now in Danger
Speaker Paul Ryan House said too many Republicans were not supporting the repeal bill.
Investor Optimism Climbs to 16-Year High: Wells Fargo/Gallup
The last time investors were so optimistic in this survey was November 2000, when the tech boom was ending.
IRS Shuts Down Financial Aid Tool Over Security Concerns
College students and families can work around the outage, but it may dissuade some applicants.
Betterment for Business Teams Up With ADP
The 401(k) unit of the largest independent robo-advisor said the partnership will strengthen its ability to serve "midsized professional services firms."
Republicans Unveil Bill to Repeal and Replace Obamacare
Plan would create tax credits, end health insurance mandate; no estimate of proposal’s cost or how many will be covered.
Standard Life to Buy Aberdeen in $4.7B Stock Deal
Aberdeen’s largest shareholder will support the all-share deal, which creates a $811 billion asset manager.