Betterment Allies With Fidelity to Launch Betterment Institutional for Advisors
Platform promises robo-advisor tools and efficiency to allow advisors to serve current clients and attract prospects; will be a practice management option for Fidelity RIAs.
American Funds Fights Active Management ‘Misperceptions’
Decades old, the debate over passive investment strategies vs. active isn’t about to die down anytime soon.
Fidelity Names Abigail Johnson CEO to Succeed Father, Ned Johnson
Ned Johnson tells shareholders he will stay with Fidelity as chairman.
15 of the Weirdest & Craziest Cases in Health Insurance Fraud
Take a look at some of the costliest, creepiest and even dangerous to the public health insurance fraud cases.
Surviving Breast Cancer: 3 Ways to Reorganize Your Finances
The burden of the extra costs that cancer survivors face after treatment can be mitigated by a financial advisor.
File and Suspend Creates a Social Security Insurance Policy
A Social Security loophole lets clients who have delayed retirement get benefits even after the initial deferral decision has been made. There's one caveat, however.
Top 10 Social Security Myths: Part 2
Don’t let your clients sacrifice their benefits on the altar of misinformation. In part two of our series, we debunk five more Social Security myths.
10 Commandments of Investor Behavior
Psychologist and behavioral finance expert Daniel Crosby provided 10 rules to manage your clients' investing behavior at FSI’s Financial Advisor Summit.
Millennials Growing Out of Financial Fears
As memory of the financial crisis fades, millennials are getting more aggressive in investing.
Largest Public Pensions See 14.3% Gain
The holdings and investments in the 100 largest public-employee pension systems in the U.S. are at their highest since 1968, the Census Bureau says.