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Betterment Joins Forces with Goldman, Bl…

Robo-advisor Betterment has inked deals to have Goldman Sachs and Blackrock to expand the range of investment products that it offers clients. So reports Investopedia.

Republicans to Present Tax Reform Plan

Republicans and the White House expect to announce proposals for tax reform on September 25 that will serve as a starting point for building consensus among legislators. So reports The...

Advisor Provides Daily Updates After Hur…

After having endured Hurricane Irma, Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, is working to establish communications with clients and offering to help process...

Latest News

The Internal Revenue Service has streamlined rules to simplify taking emergency loans and hardship withdrawals from 401(k)s and similar employer-sponsored retirement plans for victims of Hurricane Irma. So reports AccountingToday.

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Robo-advisor Betterment has inked deals to have Goldman Sachs and Blackrock to expand the range of investment products that it offers clients. So reports Investopedia.

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Republicans and the White House expect to announce proposals for tax reform on September 25 that will serve as a starting point for building consensus among legislators. So reports The Hill.

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After having endured Hurricane Irma, Carolyn McClanahan, director of financial planning at Life Planning Partners in Jacksonville, Florida, is working to establish communications with clients and offering to help process insurance claims. So reports Financial Planning.

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Growth indices have drastically outperformed their value counterparts over the past 10 years, yet a look under the hood of benchmark construction shows that the results can’t be viewed from the traditional perspective of style classification.

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Practice Management

Low-Cost Services May Cause Upheaval in …

Low-cost advisory services from robo-advisors and firms such as Vanguard are likely to cause financial planners, who may charge 1% of assets under management, to revamp their fee structures. That's...

Technology & Communications

New Bot Trades Off of Trump’s Tweets

A new bot created by advertising agency T3 automatically analyzes Donald Trump’s tweets and then shorts the stocks of companies that he criticizes. So reports Bloomberg.

Regulatory & Compliance

FINRA Issues Social Media Guidance

Firms that provide hyperlinks to other firms’ content or news publications have “adopted” the content, which triggers a variety of recordkeeping and document retention requirements, according to recent FINRA guidance...

Markets & Investments

Divergence in Growth, Value Equities Ref…

Growth indices have drastically outperformed their value counterparts over the past 10 years, yet a look under the hood of benchmark construction shows that the results can’t be viewed from...

Retirement

IRS Simplifies Regs for Emergency Retire…

The Internal Revenue Service has streamlined rules to simplify taking emergency loans and hardship withdrawals from 401(k)s and similar employer-sponsored retirement plans for victims of Hurricane Irma. So reports AccountingToday.

News Roundup

Betterment Joins Forces with Goldman, Bl…

Robo-advisor Betterment has inked deals to have Goldman Sachs and Blackrock to expand the range of investment products that it offers clients. So reports Investopedia.

People

Brexit, Market Jitters Create Opportunit…

Financial advisors often promote their services by saying that they can help remove emotions from investing.

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