House Republicans passed legislation this week that would potentially tamp down on sustainable investing options within retirement plans.
Industry has slowly evolved into less tangible aspects, says advisor after FPA report.
Total client losses of $89 million "wiped a lot of people out,” says lawyer.
The company will shut off access to accounts by third parties that use client credentials to log in, the firm said.
As phased retirement and "unretirement" become normal, working past the traditional retirement age of 65 helps with finances and can help slow cognitive decline.
Many workers still don't participate in plans or contribute enough to their accounts, and a former DOL leader says she wishes IRAs were looped into the Employee Retirement Income Security Act.
Money has been pouring into actively managed ETFs and out of active mutual funds, but the future for the products, including semi-transparent ones, is hardly certain.
The startup uses machine learning to match advisors with clients who are at life stages where they could benefit from working with a financial professional.
The SEC chair tells the financial services industry to be careful about describing artificial intelligence to clients and investors.
Trump briefly floated the idea this week, and he's far from the first to do so, but does the US really need a national fund?
