Workers Lose $24 Billion a Year in Unclaimed 401(k) Company Matches
Lower-income and younger employees are much more likely to miss out on their employer matching contribution.
Financial Technology M&A Deals: Will Advisors Win or Lose?
TA Associates and NorthStar; Fidelity and eMoney; SS&C and Advent—the list goes on. Here's how advisors can assess these deals' implications.
PE Firm TA Associates Acquires Majority Stake in NorthStar Financial
Management of CLS Investments, Gemini and Orion will remain, looking to complement organic growth with the private equity firm's capital and expertise in acquisitions.
Top 3 Advisor Challenges for 2015: Advisor FinTech, Regulation, Differentiation
Post-robo technology arises, a surprise new regulatory issue comes to the fore and fat-and-happy advisory firms faces the crisis of differentiation.
Top Portfolio Products: TIAA-CREF, Rose Launch Fund
Also, MacKay Shields will act as an advisor to two SEI Trust-sponsored collective investment trusts.
Are Robo-Advisors Poised to Take Over?
Wealthfront and Xignite, a cloud-based market data firm, lay out the case for why they are the future of wealth management.
Natixis to Fund Study on Investor Behavior
Natixis hopes an MIT study will help create automated, customized processes to help conflicted modern-day investors make better decisions.
Are Killer Robots the Next Black Swan?
Assessing the threat of out-of-control financial AI.
New Hire Roundup: Obama Taps Massad as CFTC Chief
Meanwhile, SEC named Gaunt chief of enforcement division’s municipal securities and public pensions unit, Rob Jasminski joined Citi Private Bank and more.
Gold Bullion Comes to CAIS Alternative Trading Platform
CAIS' joint venture with Gold Bullion International gives advisors the opportunity to add physical precious metals to their clients’ investment portfolios.