UK investors more open to robo-advice than Americans
In the US, 28% of those surveyed said they don’t think they will use robo advice tools in the future, compared with only 12% in the UK.
View ArticleExtra, extra! It’s a real-time event-based API!
Wealth management firms, brokers, exchanges, trading software providers and fintech start-ups can use the service, which can monitor price data on stocks, futures, options, forex, mutual funds, ETFs...
View ArticleThe Wealthier, The Quicker to Sell in a Downturn?
In a new research paper, a group of Big Ten economists and an IRS analyst say that wealthy people and older people are the most likely to sell in scary market downdrafts.
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleFirst Sign of Blood from DOL Fiduciary Rule
'The unexpected change regarding FIAs in the final DOL rule and the related Best Interest Contract Exemption has cast a cloud over our future growth rate,' said John Matovina, CEO of American Equity,...
View ArticleThe 'Kosher' Reverse Mortgage (IV)
A kosher reverse mortgage lender will share what he or she earns when selling the loan by waiving or reducing the borrower's costs, says Wharton emeritus professor Jack Guttentag, aka "the Mortgage...
View ArticleThree Advisor-Friendly Reverse Mortgage Strategies
In this installment of our HECM series, we review three strategies that should entice advisors: the HECM-for-purchase, the HECM-LOC for liquidity in down markets, and the HECM-LOC created at age 62...
View ArticleHow The British Save More for Retirement
In Britain, if you contribute £100 to your defined contribution plan and have a 25% tax rate, the government adds £25 to your account. Our system doesn't work that way. All else being equal, we...
View ArticleNo Retirement Account Left Behind
"Auto-portability" would consolidate a plan participant's old accounts into his or her current account, automatically. Spencer Williams and Tom Johnson of Charlotte-based Retirement Clearinghouse have...
View ArticleUBS to partner with SigFig, a robo-advisor
The technology will allow the advisers to spend more time talking to clients and less time constructing investment portfolios and other activities that can be automated, said Tom Naratil, the...
View ArticleDespite DOL rule, A.M. Best raises outlook for indexed annuity issuer
'Positive rating actions could occur if [Athene] diversifies its product offerings into more creditworthy product lines, resulting in sales growth in products other than fixed indexed annuities,' A.M....
View ArticlePlatform plays matchmaker between fiduciary advisors and prospects
Participating NAPFA advisors can obtain onboarding services at a discounted rate. These include developing messaging for videos and shooting the videos to be included with the advisor profile, as well...
View ArticleRobos force advisors to step up their games: Cerulli
'Investors desire deeper online, goal-oriented resources, research, and content... but they lack the bandwidth or attention span to dedicate significant time toward their financial well-being,'...
View ArticleFinancial / Retirement Planning Software Directory
See the detail on financial planning software including vendors, scopes, costs, and contacts.
View ArticleSocial Security Maximizer
The Social Security Maximizer is an integral tool for a retirement planner's comprehensive financial planning calculations.
View ArticleThe 'Kosher' Reverse Mortgage (IV)
A kosher reverse mortgage lender will share what he or she earns when selling the loan by waiving or reducing the borrower's costs, says Wharton emeritus professor Jack Guttentag, aka "the Mortgage...
View ArticleThree Advisor-Friendly Reverse Mortgage Strategies
In this installment of our HECM series, we review three strategies that should entice advisors: the HECM-for-purchase, the HECM-LOC for liquidity in down markets, and the HECM-LOC created at age 62...
View ArticleNo Retirement Account Left Behind
"Auto-portability" would consolidate a plan participant's old accounts into his or her current account, automatically. Spencer Williams and Tom Johnson of Charlotte-based Retirement Clearinghouse have...
View Article