Americans Stuck in Bad Financial Services Relationships

Jul 05, 2016

Click to enlarge As with love, many people are stuck in bad relationships with financial services firms. According to a Market Strategies firms survey, 31 percent of American households feel obligated to continue doing business with financial ...

Orion Integrates With CAIS

May 31, 2016

Orion Advisor Services is integrating with CAIS, a platform that provides wealth managers with access to alternative funds and products, and will give Orion advisors access directly through Orion Connect. The integration also brings in an acc...

Most Age-Based 529s Courting Market Timing Risk

May 27, 2016

Age-based portfolios are growing in popularity among 529 college-savings plans. These portfolios operate similarly to target-date retirement funds in that they become less equity-heavy over time. But as a new Morningstar report points out, 80...

You’re Worth It

May 26, 2016

You're good enough, you're smart enough and doggone it, people like you. Seventy-one percent of individual investors say professional advice is worth the fee. Three out of four (73 percent) think that people who seek professional advice are mo...

Money Mistakes of the Super Rich

May 25, 2016

We all make the same mistakes. | Enrique Ramos Lopez/iStock/Thinkstock The uber wealthy aren't better investors than the merely affluent, and many make the exact same mistakes as those with far lower net worth. According to a new survey from t...

Guardians of the Financial Galaxy

May 20, 2016

The rodent with a plan. Visa Inc. is partnering with Marvel Comics to create a special issue of the popular comic book, Guardians of the Galaxy, centered on educating kids about money. The firm will distribute it to public libraries. Accordin...

Wealthfront Partnering With Ascensus for 529 Plans?

May 16, 2016

Is Wealthfront about to crack the 529 college-savings plan market? The website Savingforcollege.com found a public meeting notification from the state of Nevada to “review and approve” the “Wealthfront Private Label Product Agreement between ...

What’s Your Work History?

May 10, 2016

Would you like some investment advice with those fries? | Copyright Tim Boyle, Getty Images The Securities and Exchange Commission’s database of investment advisor representatives reveals the work history of financial advisors, regardless of i...

An Advisor, a Hack and the NFL Draft

May 06, 2016

It’s not every day you find the NFL draft, a social media hacking scandal and a financial advisor wrapped up in a single story, but that’s the world we live in. According to ESPN’s investigative unit, attorneys and agents representing Miami D...

Who’s Putting Client Interests First?

May 05, 2016

Many financial services firm say they put their clients’ interest ahead of their own, but the Department of Labor’s final fiduciary rule released last month “ensures that putting clients first is no longer a marketing slogan; it’s the law,” L...