Edmond Walters, founder and CEO of the financial planning software firm, has resigned effective immediately, months after the firm was acquired by Fidelity, which said the firm's operations will continue without interruption.
Moves in and out of alts seem to be based on market volatility and fees rather than a long-term strategy.
The Boston retirement-services giant is giving its clients a new option for planning for the costs and risk of living longer by making deferred-income annuities available for retirement plans. <i>(See also the <a href="http://www.investmentnews.com/gallery/20150821/FREE/821009999/PH/top-10-annuity-sellers-in-the-second-quarter" target="_blank">Top 10 annuity sellers in the second quarter.</a>)</i>
Paying for health care has rarely been considered a major threat to retirement budgets, but with health care inflation driving costs higher, increased longevity and Medicare means-testing imposed on higher-income retirees, that's changing fast.
Those who understand this emerging shift early will be well-positioned to help their clients grow their portfolios.
Sales of 25 top 'liquid alts' mutual funds will come under greater scrutiny from the state regulator.
Possible speaker of the House of Representatives understands issues important to advisers better than most lawmakers.
Forget China and the Fed. Washington becomes the focus with Sept. 30 deadline for funding looming.
Advisers find eMoney CEO's resignation concerning and wonder what's next for the financial planning tool.
<i>Breakfast with Benjamin</i>: Investment manager Joseph Zada could face 20 years in prison after being convicted for bilking ex-Detroit Red Wings star Sergei Fedorov (pictured) out of $43 million.
A September hearing and possible riders attached to a spending bill could thwart DOL's efforts.
The smart management of outstanding mortgage payments is critical, even for high-net-worth homeowners.
As robos become more commonplace, sophisticated tech can set advisers apart.
Even if <a href="//www.investmentnews.com/article/20150426/REG/150429941/independent-broker-dealer-recruiting-hits-a-wall"" target=""_blank"" rel="noopener noreferrer">recruiting at independent broker-dealers has hit a wall</a>, the industry still features a number of firms with expanding numbers of registered reps.
Vendors, most of whom are competitors, increasingly work together, allowing advisers to move easily between platforms and, in some cases, to share relevant data.
Finra arbitration panel ruled in favor of three investors who claimed their accounts were over-concentrated in the bonds.
Investor claims pile up as the territory sinks in the downward spiral of a government debt crisis.
From beginning to end, our days would be difficult, if not impossible without the tech tools we take for granted today.
<i>Breakfast with Benjamin</i>: CalSTRS, the country's second-largest pension fund, considers moving $20 billion out of traditional investments and into alternatives.
Your CRM is a powerful tool that can help you send out a blast email to all of your clients at the touch of a button.
