Sen. Warren Urges Obama to Fire SEC Chief Mary Jo White
Warren says White is not addressing “pressing matters of compelling interest to investors and the public.”
Economic Anxiety Peaks as Election Approaches
Americans’ economic anxiety had increased over the past six months, and was up significantly from a year ago, according to a poll.
Coordinate Retirement Withdrawal Strategies to Generate Most Income
Advisors can “raise the bar” on Social Security advice by coordinating clients’ account withdrawals and claiming strategies.
Wells Fargo CEO Stumpf Steps Down
After fallout from fake-accounts scandal, John Stumpf said that he “believes new leadership at this time is appropriate.”
15 Best U.S. Cities for LGBT Retirement
With about 1.5 million seniors identifying as LGBT, SeniorAdvice.com released a list of the country’s top cities for LGBT-friendly retirement.
Envestnet Acquires Data Analytics Provider Wheelhouse Analytics
Wheelhouse Analytics is a provider of data analytics and mobile sales solution, and could help with DOL fiduciary compliance.
Top Portfolio Products: Envestnet Launches DOL Compliance Solution
The platform enhancement is designed to help advisors comply with the new rule as part of a "seamless wealth management process."
The Rich Are Also Different From One Another
For one thing, they’re much less likely to have inherited their wealth than their counterparts in many supposedly more egalitarian countries.
Social Security COLA for 2017: Expect Tiny Increase, if Any
What can retirees expect for a benefits increase for Social Security in 2017? Not much, experts say.
5 Trends in How Advisors Work With Retirement Income Clients
A Practical Perspectives survey finds that retirement income relationships represent more than half of all assets managed for most advisors.