FusionIQ launches unified investment platform
The new platform brings together various investments including digital assets, special purpose vehicles, ETFs, and SPVs.
Women and CPAs are in focus at RIA Choreo
"It's smart to align with a proven center of influence, CPAs," an industry consultant says.
AllianceBernstein 401(k) lawsuit booted
A court dismissed the case, pointing to the facts that the company waived fees for its participants and didn't really benefit from the assets.
Two-thirds of US savers are leaving interest on the table
Despite the proliferation of high-yield savings accounts online, Bankrate survey reveals most Americans are earning less than 4%.
The gender gap extends to retirement plan savers, Nationwide says
Women have more concerns about retirement and are less likely to have reached key financial milestones, survey shows.
Should advisors be making portfolio bets ahead of Biden-Trump rematch?
'Of the last 20 election years, only the years 2000 and 2008 produced negative years, and those were attributable to asset bubbles rather than politics,' an advisor says.
Empower teases 401(k) platform for small businesses
The retirement services giant says its forthcoming platform will help advisors and third-party administrators address the access gap for more US workers.
FP Alpha and PreciseFP unveil new tech partnership
The new alliance allows more advisors using financial planning software to leverage AI by removing a key friction point.
Avantax adds $250M married duo from Edward Jones
The Lockhart, Texas-based advisor couple join the tax-focused wealth planning network with years of experience at a family-owned practice.
All US states failing to provide adequate basic financial literacy education: NFEC
Analysis finds that financial education falls short of what's offered in other subjects.
Americans want employers to provide childcare benefits, the business case looks good
A new study reveals the potential strong return on investment for employers.
Trump Media is one of most expensive short trades right now
Former president's public company was launched via a SPAC this week.
Crypto industry rattled by hack that stole $63M in tokens
It's one of the biggest security incidents of the year.
Robinhood diversifies from trading with credit card launch
The platform aims to become a broader financial services firm.
Eaglebrook inks new crypto partnership with Franklin Templeton
The digital asset investment platform’s new bitcoin and ether SMA strategy builds on a relationship forged in 2022.
Americans dipping into retirement savings as inflation lingers
More than half have taken on debt in response to higher costs, according to an Allianz Life survey.
Vanguard beats BlackRock for best asset management brand
Chuck Failla of Sovereign Financial Group suggests one asset management firm advisors might be missing out on.
2023 was boom year for health savings accounts
Devenir reports that HSAs saw robust growth in invested assets last year, along with increases in contributions and withdrawals.
Retirees in target-date funds still recovering from 2022
Morningstar's Target-Date Strategy Landscape report also shows that costs are going down and that CITs are about to surpass mutual funds.