LendingClub introduces peer-lending robo for advisers
LendingRobot allows planners to create client accounts with unique risk and investment profiles.
Embattled Wells Fargo CEO John Stumpf throws in the towel
Tim Sloan will succeed Stump as the bank's chief executive
Why traditional balanced portfolio of 60% stocks, 40% bonds can still work for investors
Some financial advisers question the idea of having a bond-free portfolio
Insurers developing fee-based fixed-indexed annuities post-DOL fiduciary rule
Allianz, Voya, Symetra and Lincoln Financial are forging ahead into virtually uncharted waters for product development
A financial adviser’s guide to risk management software
Risk management software is getting a lot of attention following the new requirements introduced by the DOL fiduciary rule.
Biopharmaceutical Fortress Biotech to buy an independent broker-dealer
National Holdings Corp. said it reached an agreement to be acquired by Fortress, a biopharmaceutical company.
Advisers to start recommending ABLE plans to clients
Four states introduce accounts that help families save for special needs children
Massachusetts investment adviser Gregg Caplitz sentenced to prison for fraud, SEC says
He pitched a fictitious hedge fund to investors and used their money for his personal benefit
Returns are big, but the jury is still out on lawsuit investing
In addition to risks and returns, advisers need to worry about moral and ethical issues
Long-term-care insurance market sees rapid decline
A slew of factors, including low interest rates, increasing longevity and insurance company pricing blunders, have led to an industry on the skids. Will hybrid products save the day?
