Riskalyze Makes Rebalancing, Other Tools Free for 2 Weeks
By Jeff Berman"We want to ... help [advisors] focus ... on making great decisions so they can let advanced technology put those decisions into place," says CEO Aaron Klein.
December 01, 2020
Many Americans Could Give Less to Charity Next Year: SurveyThe findings do not apply across all demographic groups, though, as younger donors plan to increase their giving in 2021.
December 01, 2020
Life Insurers' Commercial Mortgage Investments Did OK in Q3: TreppLife insurers' hotel and motel mortgage loans performed better than the average commercial real estate mortgage loan they held.
November 30, 2020
NASAA Adopts Rule on CE Credits for Investment AdvisorsThe group's model rule requires IARs to take 12 hours of continuing education each year.
November 30, 2020
Genworth, China Oceanwide Push Deal Deadline BackThe companies said they have received almost all of the regulatory approvals they need.
November 30, 2020
Fidelity Plans to Merge 3 Funds, as Assets Hit $3.5TOne planned fund merger affects the flagship Magellan fund; meanwhile, the number of new RIA client accounts grew 164% from last year.
November 30, 2020
New Advisor Designation Drawing CriticismMichael Kitces questions whether clients would really seek out an Accredited Behavioral Finance Professional.
November 30, 2020
HealthCare.gov Continues to Post Strong RenewalsNew signup activity continues to be soft.