Welcome to the May edition of the Riskalyze FinTech Review, where we give a snapshot of the month's technology news for advisors, and judge the merits of said news with a quick thumbs up or thumbs down.
Whether it’s celebrating our country’s anniversary, Memorial Day, Labor Day, Thanksgiving, Martin Luther King Day – these holidays are more than the stock market closing – they are history speaking to us.
Bob Doll and his team at Nuveen Asset Management have described 2015 as the year when investors transition from disbelief to belief, or from skepticism to optimism. Here Doll looks back at how the predictions made at the beginning of the year are holding up.
Same-sex married couples will now be able to take full advantage of joint tax filing and estate planning to minimize taxes, maximize their net incomes and secure their financial futures. Here are some key steps that advisors can take on behalf of their same-sex married clients.
Geography may affect how much money clients can earn and save, and perhaps, how much they can invest with their advisor. With that in mind, MoneyRates looked at the best and worst places in the U.S. to earn a paycheck.
What does it take to lead a high performing team? Are you seeing the kind of ROI from your next gen advisors that you need to? Do you know what you need to do to ramp up next gen performance quickly and efficiently? There are ways to support the efforts of your next gen team to be more productive in less time, but you have to know the secrets to leading a high performance team....More
With the Fed poised to hike rates for the first time since 2006, many investors are concerned about the risks to their bond holdings. But rising rates also have positive aspects for some investors....More
These articles from the Investments & Wealth Monitor focus on the challenges of longevity and how families can prepare, maximizing wealth over increasing life expectancies with social security, and long-term care and asset protection....More
Small-cap growth stocks have turned in strong performances year to date, but various macroeconomic events and cross currents exist in today's market environment. Learn what's behind the gains and where the opportunities for small-cap stocks can be found going forward....More