Franklin Templeton Expands Canvas Platform to Partners
Franklin Templeton launched its Preferred Partner Program, expanding its Canvas platform to enable third-party asset managers to offer…
Market-based cash balance plans get boost with FASB proposal – Pensions & Investments
Market-based cash balance plans get boost with FASB proposal Pensions & InvestmentsTo the Point – FASB proposes discount rate…
NewEdge Advisors Gives Field Teams Direct AI Access to Claude
Tris Millard, a partner with Gulf Point Advisors, is using Anthropic’s Claude in a variety of ways. “First…
Social Security recipients face looming benefit cuts. Can the program be saved?
Social Security’s trust fund is projected to run out of money in just six years, triggering automatic cuts in retirement…
Find Out If Social Security Increases Will Cover Your Higher Food, Energy and Other Costs
Social Security’s annual cost-of-living adjustment (COLA) is designed to help seniors deal with inflation by increasing their monthly…
OPM Responds to Concerns Over Plan to Access to FEHB/PSHB Medical Records
In a blog posting, OPM director Scott Kupor has now said that the information will be treated in a…
Model Portfolios Projected To Reach $18.6 Trillion by 2030
Model portfolios accounted for roughly a third of all assets held by retail intermediary channels in the first…
Focused on the Future: NewEdge Advisors’ Neil Turner
Growth is a priority for many advisory firms, but building a business that can continue growing while serving…
Morningstar Launches Public-Private Model Portfolios
Morningstar’s Morningstar Wealth division announced it is working with Apollo, Franklin Templeton and J.P. Morgan Asset Management to…
Private Markets in Wealth Management: Risks and Rewards
Ryan Nauman hosts Zephyr’s Adjusted for Risk podcast with Dana D’Auria, Group President of Solutions and Co-CIO at…
91% of Retirees Make a Social Security Mistake Costing up to $22,433 per year
Quick Read Waiting until 70 to claim Social Security pays roughly $3,162/month versus $1,292 at 62, a $22,433…
From Greed to Discipline: What Asia’s Wealth Clients Are Really Signalling
Remarks delivered by Andrew Hendry, CEO Asia and Senior Managing Director, Head of Asia Client Group, Janus Henderson…