Morningstar, MMI Launch Sustainable Investing Initiative
The program is focused on educating financial advisors about ESG investments because an increasing number of clients are demanding them.
Experts Disagree on Role for Regulators in Cryptocurrency
ICOs are an increasingly popular way to fund cryptocurrency projects, but they're raising concerns among everyone from technologists to lawyers in addressing regulations.
For Wealthy Pre-Retirees, What Beats Financial Security?
Affluent retirees shun traditional asset allocation guidance to reduce equities with age.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 529 plans rated based on their flexibility, costs, investment performance and more.
New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
What Role Could AI Play in Investor Relationships?
The Salesforce survey finds that millennials are significantly more likely to be interested in AI capabilities offered by advisors.
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning One
Both robo-advisors say the strategies are a direct response to growing demand from clients.
How American Families Pay for College: 2017
Sallie Mae’s 10th survey of parents and children shows that parents are saving less and students are borrowing more.
Money Trumps Love as Millennials’ Biggest Worry: BMO Survey
Millennials’ lack of financial literacy is a major impediment to meeting financial goals, BMO reports.
Middle-Income Americans Desperately Need Financial Advice: Financial Finesse
Cynthia Meyer, a financial planner at Financial Finesse, tells ThinkAdvisor about profitable ways to serve investors who don't qualify as high-net-worth.