How to Become the Advisory Firm of the Future
By Jeff BermanNow is the time to "rethink the way work happens and where it happens," Altair Advisers' CEO says.
June 24, 2021
Wait Till 70 for Social Security? No Way, Say Most Americans: SurveySchroders surveyed pre- and post-retirees 45 and older and found that only 10% planned to wait until 70 to claim benefits.
June 24, 2021
Secure Act 2.0 Is Popular, but Not Perfect, Retirement Experts SayA politically diverse array of retirement wonks testified in Congress about provisions they wish the bill had, or didn't have.
June 24, 2021
Lawmakers Revive Annual Social Security Statement BillThe bill clarifies the requirement for SSA to mail an annual Social Security statement to all workers 25 and older.
June 24, 2021
Envestnet's Dani Fava: Why Entry of Apple, Amazon Into Finance Would Be Good for AdvisorsThese firms are positioned to "finally get into our space and really disrupt it," but that's not bad news, she says.
June 24, 2021
Biden Says He Has $559B Infrastructure DealSuccess also will hinge on whether Biden can assure progressive Democrats in the House and Senate.
June 24, 2021
State Street to Implement Machine Learning: Tech RoundupAlso, CI Financial led a funding round for a fintech firm.
June 24, 2021
LPL Adds $1.6B Voya TeamThis is the second recruitment of a billion-dollar team the BD has announced this week.