12 Biggest Robo-Advisors by AUM: Q1 2022
By Michael S. FischerProtections against rising inflation defined winning portfolios in the first quarter, Backend Benchmarking's David Goldstone says.
May 18, 2022
Good Financial Habits Built During Pandemic May Be Starting to Slip: Customer WhispererA Northwestern Mutual executive says survey results suggest that this might be an important time for advisors to speak up.
May 18, 2022
Morningstar CEO: Advisors Can Use Personalization to Reach Young InvestorsMorningstar is seeing an uptick in young users, and advisors can reach this generation by connecting their preferences to portfolios, CEO Kunal Kapoor says.
May 18, 2022
Stocks Sink on Earnings, Growth FearsConsumer shares took the brunt of the selloff, leading losses in the S&P 500; meanwhile, the Nasdaq dropped over 4.5%.
May 18, 2022
Social Security Official Asks House for More Customer Service FundingThe SSA call center and field office crisis affects Medicare administration as well as retirement income benefits.
May 18, 2022
Ex-Morgan Stanley Reps Suspended After Making Misleading StatementsThe wirehouse terminated both brokers after they made misleading investment statements to clients and prospective clients.
May 18, 2022
Ed Slott Warns Advisors: Know IRS' Secure Act RMD Regs or Risk Getting SuedAdvisors must get educated on the IRS' proposed regs to avoid "everything from embarrassment to litigation," Slott tells ThinkAdvisor.
May 18, 2022
Goldman CEO Sees Recession Risk, 'Extremely Punitive' InflationHe cited at least a 30% chance of such an event in the next 12 to 24 months as calculated by his firm's economists.