It’s FAFSA Time: Get Your Clients Ready
Parents and students can file these forms, which are required for financial aid and PLUS loans, as soon as Oct. 1.
In Battle for AUM, Gen X Is Advisors’ Secret Weapon
The high-net-worth story is increasingly a Gen X story, according to Tony Stich of Advicent.
Navigating Digital Advice: A Four-Step Roadmap
Fidelity believes the following four steps provide a roadmap to consider when integrating digital advice into your firm.
Boost College Savings Act Calls for Employer Match on 529 Plans
The bill also allows unused savings to be rolled into a Roth IRA or ABLE account.
Many Millennials Aren’t Interested in Stock Market: Wells Fargo
One-fifth of the millennial population says they would never invest in the stock market in this Wells Fargo survey.
Envestnet | Tamarac Expands Single-Sign-On Capability With New Integration
Envestnet | Tamarac has a new integration partner, Okta, which provides identity management solutions.
Minority-Owned Asset Managers Oversee Less Than 1% of Market: GAO
GAO recommends four practices to help federal entities utilize more asset managers owned by minorities and women.
Clients ‘Obsessed’ With Possibility of a Downturn, Wealth Manager Says
The S&P 500 has climbed higher for over a year without a 5% or higher pullback. And clients are worried.
Orion Announces New Onboarding Portal
Orion announced Tuesday that it is launching a new onboarding portal with support from current partner Mineral Interactive.
FSI Partners With Valuation Platform
Members will receive a discounted rate on the self-service platform to value their firms, benchmark their practice against peers' and find growth opportunities.