Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity Reversal
By John ManganaroThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 19, 2024
Biblical ETF Firm Misrepresented Its Investing Strategy: SECThe SEC fined Inspire Investing $300,000, saying it didn't follow its own screening criteria.
September 19, 2024
More Evidence That Spending Spikes Can Derail Retirement SavingsNew research finds the frequent spending spikes seen in the private sector also occur among public-sector workers.
September 19, 2024
Jeremy Siegel: Rate Cut 'Fantastic' for Market"This was the best news I've heard from the Fed in years," the WisdomTree economist says.
September 19, 2024
S&P 500 Hits All-Time High on Soft-Landing HopesThe Fed's bold start to cutting rates reignited hopes the central bank will be able to avoid recession.
September 19, 2024
9 Reasons to Reconsider Switching FirmsHere's how to assess if the likely upsides of moving from one firm to another justify any potential downsides.
September 19, 2024
Fed Rate Cut Could Speed Up Some Annuity SalesClients who have been uncertain may now rush to lock in good rates, Jack Elder predicts.
September 19, 2024
Help Clients Diversify a Portfolio With AnnuitiesSome clients have nerves of steel. Others don't.