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.
Fidelity’s eMoney Deal Will Help It Compete With Robo-Advisors: Kitces
The personal financial management software could offer a "potential treasure trove" of insights to Fidelity, Michael Kitces says.
New Hire Roundup: SEC Names Schneider Associate Regional Director for Pacific Northwest
Meanwhile, Advisor Software announced that Erik Jepson has joined as chief customer officer.
Interest Rates Are Advisors’ Biggest Concern: Fidelity Poll
Advisors are balancing an expected rise in interest rates with generating steady income for clients in the current low-rate environment, a Fidelity poll found.
Invest in Others Is Now Taking Advisor Award Nominations
Invest in Others will take names through April 15, and the nonprofit is expanding its work for and with FAs, chairman Bill Dwyer says.