Fintech Isn't Solving Industry's Diversity Problem
According to Morningstar's Don Phllips, finance is "a community that serves rich white men very well." Josh Brown says society is negligent on financial education.
New Fannie Mae Policies Help Student Borrowers Get Mortgages
The policy changes reduce the cost of cash-out refis for student loan borrowers.
Your Clients' Financial Well-Being Is More Than Their Finances: Morningstar
According to Morningstar, a person who isn’t both economically sound and emotionally well is not financially healthy.
Nuveen Adds Real Estate Allocation to TDF Series: Portfolio Products
In other product news, VictoryShares launches Dividend Accelerator ETF.
Trump’s Tax Plans Coming Next Week, White House Official Says
Word comes as president approaches end of his first 100 days; key Senate panel said not to have seen final details yet.
Advisors Can Now Earn Medicare CFP Board CE Credits
Medicare Interactive Pro now offers two online Medicare courses approved by the CFP Board.
Ric Edelman Unveils Novel Social Security Supplement Plan
Edelman’s plan asks the government to set aside a small one-time sum in a trust fund for each child born in the U.S.
Why Individual Investors Support Fiduciary Rule: Financial Engines Survey
A survey from the nation's biggest 401(k) advisor found that 93% of Americans want advisors working on retirement accounts to put client interests first.
Less Than Half of Americans Confident They’ll Reach Their Retirement Goals: AICPA
Only 5% of non-retired Americans have already reached their retirement goals.
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.