Wealthy Millennials Embrace Both DIY Platforms and Professional Advice: Survey
By Michael S. FischerHigh-net-worth millennials are hiring financial advisors at a higher rate than older investors, Wealthramp found.
December 10, 2021
Integrity Marketing Gets $1.2B From Silver LakeThe rapidly growing IMO says it will spend the money on technology.
December 09, 2021
Business Owners More Confident About Retirement: TD Wealth SurveyNinety-five percent of mass affluent business owners are upbeat about their financial plans vs. 82% a year ago.
December 09, 2021
Variable Annuity Issuers Get a Low-Interest-Rate CheckupSome predicted they might kill or reprice some products if rates stay low for 15 years.
December 09, 2021
Small Insurer: Avoiding Hard Annuity Math May Be Too DifficultAn Erie Family Life executive wants a simpler way to stick with the traditional reserving methods.
December 09, 2021
Advisors Help Make Investors Very Happy: StudyThose working with a financial advisor are three times happier than those managing their own money. Here's why.
December 09, 2021
RIA in a Box Bought by ComplySci: Tech RoundupAlso, Riskalyze adds Pulse 360 to its advisor productivity suite, and Broadridge appoints Dipti Kachru as global CMO.
December 09, 2021
Captrust Buys $2.2B RIA in BostonRINET is the second firm that Captrust has bought this year with a focus on family office services.