Retirement Literacy Among Women (and Men) Is Woefully Low: Survey
By Ginger SzalaWomen scored worse than men on a test of retirement literacy, but they're also more open to financial advice, according to The American College.
January 11, 2021
Mercer Acquires $815M RIA Led by Judith McGeeNews of the deal comes only four days after Mercer said it bought Atlanta Financial Associates.
January 11, 2021
Mystery Variable Annuity Holders Tend to Drift Away: RuarkAnalysts also found that customers with richer guarantees had a tighter grip on their contracts.
January 11, 2021
Blues Respond to Attack on U.S. Capitol by Changing PAC RulesThe association says it will suspend contributions to "lawmakers who voted to undermine our democracy."
January 11, 2021
Sound Income Strategies Launches ETFs for Retirees: Portfolio ProductsAlso, new Hamilton Lane fund expands access to private markets for individual investors.
January 11, 2021
A Financial Advisor's Fiduciary Duty and Life SettlementsA life settlement industry player says fiduciaries have an obligation to talk about clients' life settlement options.
January 11, 2021
33 Undervalued Stock Picks for 2021: MorningstarHere are some stocks that have room to grow in 11 sectors, according to the research firm.
January 08, 2021
SoFi Plans to Go Public via SPACThe deal involves a special-purpose acquisition company and private investment combination, valuing the company at $8.65 billion.