Financial Freedom Fighters: Moving From Income to Wealth
Planner Deborah Owens is helping women and minorities adjust to the "new financial normal," where much financial responsibility lies on them.
Lipper: Best Mutual Fund Groups for 2015
The research firm recognizes funds and families who deliver stronger risk-adjusted returns than their peers.
New Hire Roundup: Morningstar Names Ptak Head of Global Manager Research
Meanwhile, Wesley Long, former head of private client services at Wedbush, joined Index Fund Advisors to lead its wealth advisors.
SSgA Taps Former Fidelity Exec O’Hanley as New President, CEO
New State Street Global Advisors head O’Hanley also spent 13 years in leadership positions at Mellon Bank and Bank of New York Mellon.
Kotlikoff: Social Security’s Rules Ripping Off Recipients
Laurence Kotlikoff talks to ThinkAdvisor about some of the most "devious" among Social Security's 1,728 rules—and why high-income clients ignore them at their peril.
Advisors Mobilize for More Cybersecurity Threats
The buzz around cyberattacks was a hot topic at the T3 conference as the SEC and FINRA mull IT-related controls.
Advisory Firms Enter Robo Race
Heron Financial Group is one of a growing number of firms to add a digital advice platform as big names like Betterment court advisors.
Women Need to Talk More About Money: Fidelity
Less than half of women said they were confident talking about money and investments with a professional, a Fidelity survey found.
Top Portfolio Products: SSGA, Fidelity & Direxion Launch New ETFs
Meanwhile, Vertical Capital rolls out an MLP fund in cooperation with MAI Capital.
More 401(k) Millionaires Than Ever
About 72,000 workers have $1 million or more parked in 401(k) plans, Fidelity data shows.