Envestnet To Launch Platform Aimed at Speeding Client Prep
Envestnet is preparing to launch a new artificial-intelligence-driven platform to help speed client preparation and presentation for advisors,…
Social Security recipients could receive a large COLA adjustment, forecasters say. Here’s how they can earn 4% on their money now.
Social Security recipients may get a big COLA adjustment at the end of the year, but they don’t…
Stifel Settles Structured Notes Dispute
Stifel Financial has reached a confidential agreement to settle with investors who won a Financial Industry Regulatory Authority…
Moment Raises $78 Million to Meld AI and Wealth Management
Investment management-focused AI startup Moment has raised $78 million in new funding. The company’s Series C round, announced Tuesday (May 19), comes…
FINRA Launches Review of Higher-Risk Structured Products
The Financial Industry Regulatory Authority is launching a review of how firms handle higher-risk structured products, including “worst-of”…
Infrastructure Decides Who Wins in Alternative Investments
Alternative investments are no longer a niche allocation reserved for ultra-high-net-worth investors and institutions. Capital from mass affluent…
Clark Howard Says Skip the Backdoor Roth IRA: Here’s the Math for High Earners
Quick Read Clark Howard, the consumer advocate behind The Clark Howard Show, has told high-earning listeners to think…
My parents are in their early 60s with no savings, a mortgage, and $2,400 in Social Security – where can they afford to live?
A Reddit poster recently turned to the Internet to get some advice about his mom and dad. The…
I’m 55 and Ready to Retire: What Happens to My 401(k)?
The retirement journey is a long-term process. You have to save for many years before reaching your retirement…
A 2027 Social Security COLA Rise May Not Help Retirees
Millions of Americans receiving Social Security benefits could see a larger cost-of-living adjustment (COLA) in 2027 thanks to…
Diversification as Doctrine: Why Removing Single Points of Failure Is Now the Central Brief for Wealth Managers
In an era of geopolitical unpredictability and rapidly shifting capital flows, the concept of diversification is being stretched…
EPF warns of softer quarters ahead after 1Q investment income spikes over 50% on defensive move
KUALA LUMPUR (May 19): The Employees Provident Fund (EPF) said its investment income in the first quarter surged…