As the market sell-off erodes investors’ savings, they’re becoming more critical of the platforms provided by their retirement plans.
The firm was founded in 2011 to help refinance student loan debt but now offers an array of products, including mortgages, personal loans, insurance and a robo-adviser.
A roundup of this week's adviser fintech news, including SEI's introduction of a cloud-based database and SMArtX's partnership with Flyer.
The document may be an indication that the agency will pursue more complex Reg BI violations.
The firm was fined $210,000 for falling short on its supervision of short-term mutual fund trades, the regulator said.
The Federal Reserve chair pushed back against the notion that the central bank would soon reverse course.
Gov. John Carney signed the Delaware EARNS Act, which requires businesses with more than five employees that don't offer a retirement plan to enroll in the state program.
The assets of the People’s United Bank's retail brokerage and advisory business are joining those of its new parent, M&T Bank, at LPL.
Companies can use Hub FinPath to give their workers access to financial coaches as well as online tools.
It seems like a good time to review the who, what, when and how much of Social Security spousal benefits, and the different rules — and benefit amounts — for spouses versus survivors.
Thomas Barr will operate his firm, Barr Wealth Management, from Steward's New York City offices.
Student loan forgiveness will diffuse through the economy, blunting its direct impact.
Mersberger Financial Group will form the base of Merit’s new retirement plan business.
Goldman has been straining to prepare a feature that would let users set up direct deposits and pay their bills online, but it's constrained by the accelerating losses on its online platform, Marcus.
BlackRock, UBS and Schroders are among the financial firms called out by the state comptroller for their 'boycott' of fossil-fuel companies.
But advisers have concerns that the loan forgiveness may contribute to inflation and that it transfers the repayment burden to taxpayers.
'This is where investors want to be putting cash to work,' said Andy Sieg, president of Merrill Lynch Wealth Management.
The plan would set a $125,000 income cap for individuals and $250,000 for households, and would provide up to $20,000 in loan forgiveness for those who also received Pell Grants.
The inflation pressures that have emerged make it challenging to invest in fixed income, but there are possible solutions.
Financial professionals can reach a broader group of prospects — of all ages and in all locations — on their social media channels with fewer mechanics involved than planning an in-person event.
