New White House Comm Chief Scaramucci Supports Trump's Tweets
“He’ll use social media ... it's very important for him to express his identity,” said Scaramucci.
Top-Rated 529 College Savings Plans: Savingforcollege.com
There are 17 529 plans rated based on their flexibility, costs, investment performance and more.
Robo-Advisor Betterment Gets $800M Valuation, $70M in New Funding
Boost comes despite more competition from JPMorgan and others; assets under management more than doubled since last round.
New App Helps Millennials Create Wills, Trusts
Legal documents can be created quickly with no cost to app users.
If You’re an Asset Manager Embracing Change, the Future Is Bright: Cerulli
The traditional distribution model is changing and managers must find ways to stay relevant, according to Cerulli.
Advisors, Plan Sponsors Out of Sync in DC Plan Space
Wells Fargo Asset Management compared its survey advisors to a previous one of plan sponsors to discover the gaps.
Merrill vs Morgan: Q2 Earnings, Wealth Results
The two wirehouses share their advisor tallies, profits, fee-based assets and more in their latest reports.
Ultra-Wealthy Investors Boost Real Estate Holdings: Tiger 21
Tiger 21 members’ disaffection sent hedge fund allocations to a record low in the second quarter, the elite investing network reported.
Betterment Launches SRI Portfolio Strategy; Wealthfront Planning One
Both robo-advisors say the strategies are a direct response to growing demand from clients.
Best Countries for Citizenship by Investment
The CBI Index ranked 12 countries’ citizenship by investment programs to find the fastest, cheapest areas to establish dual citizenship.