4 in 5 Americans Lack Retirement Planning Knowledge: Survey
By Ginger Szala"Financial advisors should take heed of this situation," says the co-director of The American College's Center for Retirement Income.
September 17, 2020
'It's Not My Money': CEO Fink Explains Why BlackRock Still Invests in Fossil FuelsFink also told a Morningstar virtual conference that he doesn't expect all the firm's employees to return to the office.
September 17, 2020
Is That Portfolio ESG-Friendly? New Service Helps Advisors Find OutOpenInvest, a firm backed by Andreessen Horowitz and Y Combinator, has launched a subscription-based service called Portfolio Diagnosis.
September 17, 2020
Edward Jones Poured $500M Into Tech. Here's What It's Offering Advisors.The firm is rolling out new tools including an advisor-client matchmaking app, tech chief Frank LaQuinta told ThinkAdvisor.
September 17, 2020
Fidelity Enhances Integration Xchange: Tech RoundupAlso, Oppenheimer teams with the fintech firm InvestCloud.
September 17, 2020
Finseca Names Suzy Jacobs Chief Operating Officer: Personnel MovesAIG, Penn Mutual and LL Global also have personnel news.
September 17, 2020
Should CFAs Be Accredited Investors?We polled advisors on which designations should be included in the definition. We got some interesting responses.
September 17, 2020
Erie Sizes the Pet Beneficiary Life Insurance MarketConsumers have their own ideas about who's a person.