Peter Mallouk: Target Date Funds a 'Terrible Choice' for Most Investors
By Ginger SzalaThe Creative Planning CEO sparked a heated debate over the merits of this popular retirement investment.
September 30, 2021
Kitces: The 5 Trends Shaking Up the Advisor WorldA new wave of technological disruption is here, Michael Kitces says. What's an advisor to do?
September 30, 2021
Senator Warns SEC Chief Not to Crack Down on Trading AppsThe SEC's mission "does not extend to protecting investors from themselves," Sen. Pat Toomey writes.
September 30, 2021
U.S. Insurers' Mortgage Holdings Kept Growing in 2020: NAICMortgages on multifamily housing performed especially well.
September 30, 2021
Onramp Clinches Integration With Riskalyze: Tech RoundupAlso, Envestnet | PMC rolls out a tax management service for mutual fund and ETF model portfolios.
September 30, 2021
Franklin Templeton Acquiring O'Shaughnessy Asset ManagementThe deal, whose terms were not disclosed, is expected to close in the fourth quarter.
September 30, 2021
6 Ways to Adapt Your Investment Offerings to the Digital AgeAs interest rates remain low and investors gravitate to tech platforms, advisors must evolve or die.
September 30, 2021
Cybersecurity and Digital Vaccine PassesCOVID-19 is still here, and HIPAA is still here.