Interactive Brokers has announced the addition of a Retirement Planner to its PortfolioAnalyst® platform, a free portfolio management solution designed to aid investors in planning for their financial futures.
PortfolioAnalyst® offers comprehensive portfolio reporting and enables users to consolidate their finances across various accounts, including brokerage, checking, savings, credit cards, annuities, and more. According to a news release, this integration allows users to link accounts from over 15,000 financial institutions, providing a complete overview of their financial situation. This allows investors to assess their portfolios and make informed investment decisions.
Meanwhile, the new Retirement Planner feature is customizable and helps investors determine if their cash flow will be sufficient for retirement by inputting data from multiple accounts and financial holdings.
Steve Sanders, EVP of marketing and product development at Interactive Brokers, stated, “PortfolioAnalyst® is a powerful tool with advanced portfolio analytics that equips investors to make informed investment choices, and we are pleased to add Retirement Planner to its available services. PortfolioAnalyst® presents a clear and comprehensive picture of holdings and assets. Anyone from a skilled trader to a beginning investor can use it to track and evaluate their portfolios, manage their finances, and achieve financial success.”
Interactive Brokers Group affiliates provide automated trade execution and custody of securities, commodities, and foreign exchange around the clock in over 150 markets worldwide. The company serves individual investors, hedge funds, proprietary trading groups, financial advisors, and introducing brokers. Interactive Brokers has received accolades from industry sources such as Barron’s, Investopedia, and Stockbrokers.com.
Eliseo Prisno, a former Merrill advisor, allegedly collected unapproved fees from Filipino clients by secretly accessing their accounts at two separate brokerages.
The Harford, Connecticut-based RIA is expanding into a new market in the mid-Atlantic region while crossing another billion-dollar milestone.
The Wall Street giant's global wealth head says affluent clients are shifting away from America amid growing fallout from President Donald Trump's hardline politics.
Chief economists, advisors, and chief investment officers share their reactions to the June US employment report.
"This shouldn’t be hard to ban, but neither party will do it. So offensive to the people they serve," RIA titan Peter Mallouk said in a post that referenced Nancy Pelosi's reported stock gains.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
