Robo-adviser Betterment has signed a deal with Zenefits, a provider of online human resources tools for small and midsize businesses, to offer its 401(k) plans on the Zenefits platform.
Employees who enroll in a Betterment plan through work also will receive access to personalized advice, managed accounts, goals-based investing portfolios including socially responsible options, checking and high-yield cash accounts, and additional retirement accounts like IRAs, Betterment said in a release.
FINRA's proposed rule filing would create a new 10-day fraud delay and nearly triple the maximum hold period for exploited senior investors
Fueled by a recent shot in the arm from private equity firm Carlyle, MAI adds a $490 million Atlanta RIA as it keeps building out its national footprint.
“Todd Burkhalter organized what is likely the largest Ponzi scheme in Georgia history,” said one FBI official.
With experience from Goldman Sachs and TD Ameritrade, the RIA's newest SVP hire adds to a recent wave of executive departures from hybrid Osaic.
Chicago-based Mesirow Fiduciary Solutions adds flexPATH's plan-level outsourced fiduciary book, boosting its retirement market reach to $164 billion.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income
