Peter Essele, senior vice president for investment management and research at Commonwealth Financial Network, explains why it makes sense to consider longer-term fixed income investments.
Savvly's new pooled equity index fund has some similarities to a tontine, an investment that pays out at higher amounts as other participants die or withdraw early.
The author believes regulation of digital assets is overdue, but with it the industry can build public trust and integrate the assets into the global financial system.
Much of the financial services industry is working with legacy technology, which leads to challenges in delivering advice. This coincides with an increased demand for personalization.
Zephyr Market Strategist Ryan Nauman recaps the week's headlines, including market reaction to Fed Chair Jerome Powell's recent speech, highlights from the Investment Fuse conference and the college football bowl season.
