Who Were the Best Robo-Advisors in Q1?
The first quarter of 2017 was good to robo-advisors, but several firms stood out for top performance across investment categories.
Consumer Optimism Highest in Nearly 4 Years: New York Fed
Last month, consumers reported the highest level of financial optimism since June 2013, according to the Survey of Consumer Expectations by the New York Fed.
Investors Are Killing It With 401(k)s on Autopilot: Fidelity
'Auto-escalation' nudges employee contribution rates up one percentage point a year; average balance hits record $95,500.
Ric Edelman — Media-Savvy Advisor: The 2017 IA 25
The former financial journalist, now author and TV and radio personality, founded an advisory firm that 30 years later has $18 billion in assets.
Senate ACA Replacers May Tap Medicare Surtax and Net Investment Tax
Fully repealing both taxes could cost the U.S. government $275 billion in revenue over 10 years, according to CBO analysts.
How Advisors Can Help Clients Age in Place
As clients age, staying in their homes may require significant upgrades.
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.