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Millennials: Finances are Our Biggest Ch…

In a recent study, nearly two-thirds of millennials say finances are their biggest personal concern, while personal relationships rank second. So reports CNBC.

Vanguard Reportedly Considering Becoming…

Vanguard is apparently seeking to hire an attorney that would monitor competitors’ marketing programs and help the firm decide if it should notify FINRA of potential regulatory violations. So reports...

Betterment Valuation Climbs to $800M

Online adviser Betterment LLC has raised an additional $70 million in funding, which has brought its valuation to $800 million and will help it compete against firms that have recently...

Latest News

In a recent study, nearly two-thirds of millennials say finances are their biggest personal concern, while personal relationships rank second. So reports CNBC.

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Offering longevity annuities in 401(k) programs can benefit the majority of plan participants, according to a study by Goethe University and the Wharton School at the University of Pennsylvania. So reports Plan Adviser.

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Vanguard is apparently seeking to hire an attorney that would monitor competitors’ marketing programs and help the firm decide if it should notify FINRA of potential regulatory violations. So reports Philly.com.

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Online adviser Betterment LLC has raised an additional $70 million in funding, which has brought its valuation to $800 million and will help it compete against firms that have recently rolled out robo-advisors. So reports Bloomberg.

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As financial firms struggle to develop digital marketing programs, many face tough competition for workers.

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Practice Management

How Are Financial Firms Attracting Digit…

As financial firms struggle to develop digital marketing programs, many face tough competition for workers.

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

Longevity Annuities are Beneficial: Stud…

Offering longevity annuities in 401(k) programs can benefit the majority of plan participants, according to a study by Goethe University and the Wharton School at the University of Pennsylvania. So...

Retirement

How IRA Savings Can Fund Long-Term Care …

In some instances, transferring IRA savings into a tax qualified annuity and then using the annuity to purchase life insurance with a long-term care rider can be done without triggering...

News Roundup

Millennials: Finances are Our Biggest Ch…

In a recent study, nearly two-thirds of millennials say finances are their biggest personal concern, while personal relationships rank second. So reports CNBC.

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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