January 25, 2021
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Featured News
Dramatic changes to legislation seem unlikely despite full Democratic control
An evenly divided Senate might tweak rather than overhaul investment-advice policy, such as the treatment of rollovers, while resisting some tax increases Biden advocated during the election.
Regulators must address savers’ cognitive decline
Today, unfortunately, cases of cognitive decline are prevalent, and the informal and below-the-radar approaches that addressed the issue in the past are inadequate to meet the current challenge.
89% of women failed retirement literacy quiz: Study
But older women are more willing to seek financial planning help than men, according to a survey by The American College of Financial Services.
Biden signals administration will review DOL ESG rule
Hours before President Joseph Biden was inaugurated at the U.S. Capitol, the Biden transition team released a list of more than 100 Trump regulations approved since 2017 that it intends to revisit.
Wealthfront claims M1 Finance spied on client research sessions
The robo-adviser claims that at least one M1 employee lied about employment in order to get information about Wealthfront products and listen in on direct feedback from clients.