10 Best Robo-Advisors: Q4 2022
By Dinah Wisenberg BrinA Robo Report ranking grades robo-advisors in categories like customer experience, access to live advisors and performance.
February 21, 2023
Policy Appraisal Firm Adds Life Expectancy CalculatorThe tool is aimed first at older clients who are thinking of dropping or selling policies.
February 21, 2023
Prosperity Drops Effort to Acquire Annuity IssuerThe Elliott Investment Management-backed firm says American Equity refused to engage.
February 21, 2023
More Advisors Would Have Custody Under New SEC Plan. Here's How.The Safeguarding Rule would cover more advisor activities and require "extensive" new relationships with custodians, legal experts say.
February 21, 2023
Cambridge Launches New Service for Advisors With Wealthy ClientsThe service "creates one entry point" offering access to a range of expertise and guidance, says Jeff Vivacqua.
February 21, 2023
The War on Offensive Language Has Gone Too Far (Can I Still Say 'War'?)Yes, it's important for advisors to speak carefully, but new diktats seem designed to cause us to fail.
February 21, 2023
Church of Jesus Christ of Latter-day Saints and Its Advisor to Pay $5M in SEC FinesThe church's investment manager, Ensign Peak, created shell companies to hide investments, the SEC says.
February 17, 2023
7 Ways Crypto Investors Get BurnedThe high-profile FTX scandal and other frauds have not soured investors on crypto, but these risks might.