Over the last few days, top portfolio managers and financial advisors have been quoted saying they view the recent volatility as a buying opportunity. But clients aren’t as sure, according to a recent poll by Eaton Vance....More
Salesforce is upping its game, unveiling a new cloud-based platform on Tuesday that provides advisors with everything from portfolio management tools to goals-based planning software in an attempt to gain a larger foothold in the wealth management space....More
There are two sides to every story, but usually only one of them turns out to be right. The same will be true for Envestnet’s decision to back up the Brinks truck and dump $600 million on Yodlee’s shareholders to buy their beloved company....More
Welcome to the July 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.
Today's markets have been as uncertain as ever and several key themes seem to be at the forefront. The strength of the US dollar, the potential rise in US interest rates and mergers and acquisitions (M&A) activity are just a few of the main headlines we are keeping an eye on...More
These articles from the Investments & Wealth Monitor focus on tax-aware investing and include a look at the trinity of asset location (taxes, returns, and time horizon), tactics and strategies for tax-efficient investing, and an after-tax target few advisors have in their sights....More
More and more trusts are being drafted with a long, long time horizon. At the same time, there's a staggering increase in litigation. Is there a better way to design and administer trusts to emphasize the positive role that trusts can play in the lives of beneficiaries?...More
For the second year, the ADP Research Institute® examined the types of companies — by size and type of industry — that offer retirement benefits, as well as the retirement savings behaviors of approximately 10 million U.S. employees in 2014....More