Soothing the Retirement Fears of Middle-Class Millionaires
By Jane Wollman RusoffCarol Petrov of Kendall Capital tells ThinkAdvisor how tax changes have hit her clients and how she found her way in the advisory business as a single mother.
December 15, 2020
MassMutual to Buy Cash Management Platform for RIAs: Deals"Big #AdvisorTech news!" tweeted blogger and planner Michael Kitces, adding that Flourish was an early player in high-yield cash management.
December 14, 2020
Indie BDs Are the Next Growth Channel for Annuities: CerulliRegistered index-linked annuities are expected to be the breakout annuity product over the next five years, the research group finds.
December 14, 2020
10 Pros and Cons of Taking On a Minority-Stake InvestorMore RIAs are selling a part of their business to outside investors. Here's what to consider if you're contemplating such a transaction.
December 14, 2020
Top 10 Most Influential Advisors in 2020: InvestopediaThe investment site ranked advisors based on their ability to reach a large, diverse audience.
December 13, 2020
State Street, UBS in Discussions About Merging Asset Management Units: ReportThe talks started this year, and the two parties were near an agreement this summer, sources told The Wall Street Journal.
December 13, 2020
Schwab Advisor Services Partners With Behavioral Finance FirmThe deal will help Schwab advisors "access practical, easy behavioral finance technology" says DNA Behavior CEO Hugh Massie.
December 11, 2020
How Did Advisor Portfolios Perform After COVID-19 Hit? Very Well, Says InvescoThe firm's study of several hundred portfolios found that many advisors shifted allocations to investments that outperformed.