New in HSAs: AI Capabilities and an Advisor Program
By Marlene SatterAlegeus says it's delivering the first "smart HSA."
December 13, 2018
Executives to Pay $2.7M to Settle ICO Scam Charges: EnforcementThe SEC also charged an advisor and his daughter with running a Ponzi scheme.
December 13, 2018
Wells Fargo to Cut Pay Rate for Lowest-Producing RepsIn 2019, advisors who fall below $250,000 in revenue for the prior 12 months will see their pay rates fall to 19% from 22% of certain monthly targets, and to 47% from 50% of other revenues.
December 13, 2018
Microsoft, BlackRock Partnering on Retirement PlatformThe two companies are "exploring next generation solutions" to help people save for retirement and collect lifetime income.
December 13, 2018
Advisors 'Neutral' on Broker Protocol's Impact on Going Indie: SchwabIn a new report, Schwab surveyed 152 advisors that have considered becoming independent registered investment advisors.
December 13, 2018
As Cybercrime Costs Soar, Wealthy to Get New Tool From Norton, AonOne research firm says the price tag for cybercrime could hit $6 trillion by 2021; New York's Global Cyber Center picks up steam.
December 13, 2018
SEC Looks Deeper at Advisors' Share-Class Use, Revenue SharingThe SEC is targeting advisors who didn't make voluntary 12b-1 fee disclosures "but perhaps should have," attorneys say.
December 13, 2018
Pimco Sees 'Flashing Orange' US Recession SignalChance of U.S. downturn 30% in next 12 months, a nine-year high, says the bond giant, which oversees $1.7 trillion.