RIAs Look to Automation, Multiple Custodians to Spur Growth
By Michael S. FischerSixty-four percent of advisors in an Interactive Brokers survey reported using at least two custodians.
July 11, 2024
Life Application Activity CoolsBut activity was stronger for older people seeking whole life coverage.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 11, 2024
Wealth Firm Serving Doctors Lands $200M Investment, Buys RIAThe investment will help fuel more deals and product development, Earned Wealth says.
July 11, 2024
Life Insurers Have $234B in Exposure to ApartmentsMore than 4% of annuity assets might be tied to multifamily housing, according to a new Moody's report.
July 11, 2024
Social Security COLA Estimate for 2025 Drops to 2.7% on Cooler Inflation DataLower inflation in June has pushed down the projected adjustment to retirement benefits next year.
July 10, 2024
Lawmakers Advance Two Measures to Kill DOL Fiduciary RuleA resolution of disapproval and a spending bill blocking the rule now move to the full House.
July 10, 2024
New Jersey Opens Auto-IRA ProgramParticipation is mandatory for established employers with at least 25 workers and no retirement plan.