Options include boosting benefits for widows and the poor at the expense of high earners.
As Wealthfront doubles down on its purely digital service for millennials, Betterment continues its courtship of human advisers.
This month's edition kicks off with the big news that private equity firm Warburg Pincus is investing a whopping $33M into Facet Wealth.
Asset manager hopes the Values Discovery Tool aids advisers' conversations about new investment strategies.
A recent third-party report showed Finra fines up in the first half of 2018, but the regulator declined to project this year's numbers, saying only that penalties fluctuate.
Purchase of Rand & Associates gives 1919 Investment Counsel a physical presence on the West Coast.
Many of them previously worked at A.G. Edwards, the firm founded by the great-great-grandfather of Benjamin F. Edwards & Co.'s CEO.
Company is now competing with robos and fintech, in part by plowing money into innovation.
The retirement landscape could be transformed, so advisers should pay close attention.
Financial advisers say the move will leave their clients vulnerable and sets a bad industry precedent.
While the digital advice platform died, the financial planning technology lives on.
Washington University in St. Louis joins other colleges that have prevailed in court.
Goal is to 'create a single point of accountability for the examinations of firms'
Five deals in five months lift the fledgling hybrid RIA to $5.5 billion.
Your statements to an auditor could come back to haunt you should the issue escalate.
Ready to grow? Start asking clients for feedback.
Financial literacy – it starts with you!
Kudos to the NAIC for making LTC policies safer.
Encourage clients to review their drug coverage and Advantage plans for 2019.
FPA seeks policy influence at state, federal levels; CFP Board thinks states should not get involved, and NAPFA agrees.
