80% of Americans Worry Election Will Affect Retirement: Survey
By Katie RassChanges to the tax code and inflation are major concerns, Wealth Enhancement reports.
September 20, 2024
CAIS Expands Alternative Strategy OfferingsSeveral alternative investment managers have introduced or expanded strategies on the CAIS platform.
September 20, 2024
Cerity Partners to Merge With Venture Capital Advisory ShopThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 20, 2024
SEC Fines Firm for Not Inspecting AdvisorsJordan/Zalaznick Advisers failed to spot-check the books and records or conduct inspections of advisors it supervised.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.
September 20, 2024
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity ReversalThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 19, 2024
Biblical ETF Firm Misrepresented Its Investing Strategy: SECThe SEC fined Inspire Investing $300,000, saying it didn't follow its own screening criteria.
September 19, 2024
More Evidence That Spending Spikes Can Derail Retirement SavingsNew research finds the frequent spending spikes seen in the private sector also occur among public-sector workers.