Senate Passes Social Security Beneficiaries Act
By Melanie WaddellBill requires Social Security Administration to make annual grants to each state's protection and advocacy system to allow for reviews of representative payees under SSI, OASDI programs.
March 26, 2018
Advisors Have a Big Fee Disclosure Problem: CFA InstituteFee disclosure is key to client trust, but less than half of clients are satisfied with that aspect of the advisor relationship, CFA Institute finds.
March 26, 2018
Prudential Sues Philadelphia Bank Over Name TrademarkA small bank has gotten into a big fight over intellectual property
March 26, 2018
NAFA Drops Appeal Against DOL Fiduciary RuleThe recent 5th Circuit decision vacating the rule renders NAFA's case moot, the group says.
March 26, 2018
How Can Active Investors Survive in a Passive World? Get SmallInstitutional investors are increasing their allocations to focused strategies, aka concentrated funds.
March 26, 2018
ImpactAssets Drops Investment Minimums, Fees, Adds New Funds: Portfolio ProductsIn other product news, RobustWealth added direct indexing to its digital wealth platform.
March 26, 2018
The Stock Market Doesn't Want a Trade WarStrategists are advising caution and urging investors to check their long-term goals, timeline and risk tolerance.
March 24, 2018
These 3 Threats Scare Gen Xers More Than Basic Retirement Costs: IRIToo many advisors may be skipping over what consumers ages 35 to 55 really want to talk about.