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Parents Saving More for Tuition for Sons…

Research by T. Rowe Price that evaluated homes with only boys or only girls found that parents of sons save more for college tuition than do parents of daughters. So...

Prumentum Group Launches BrightPlan Hybr…

Prumentum Group, which owns financial advisory firm Plancorp, has launched BrightPlan, the first hybrid robo advisor to be certified by the Center for Fiduciary Excellence. So reports Markets Insider.

Advisors Need to Work with Clients’ Wive…

Many advisors risk losing assets because they have failed to establish relationships with their clients’ wives. So reports The Street.

Latest News

Research by T. Rowe Price that evaluated homes with only boys or only girls found that parents of sons save more for college tuition than do parents of daughters. So reports Forbes.

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Prumentum Group, which owns financial advisory firm Plancorp, has launched BrightPlan, the first hybrid robo advisor to be certified by the Center for Fiduciary Excellence. So reports Markets Insider.

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Many advisors risk losing assets because they have failed to establish relationships with their clients’ wives. So reports The Street.

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Technology, unlike individual financial advisors, lacks the ability to generate trust among investors, says Robert Merton, winner of the Nobel Memorial Prize in Economic Science and finance professor at MIT. So reports CNBC.

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The Beltway crowd is scrambling to plug a $1.5 trillion budget gap that could result from proposed cuts to corporate and personal taxes.

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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

Nobel Laureate Discusses Robo-Advisor We…

Technology, unlike individual financial advisors, lacks the ability to generate trust among investors, says Robert Merton, winner of the Nobel Memorial Prize in Economic Science and finance professor at MIT...

Regulatory & Compliance

Fiduciary Rule Could Increase Portfolio …

According to a recent Cerulli Associates report, advisors affiliated with independent broker dealers are likely to increase their outsourcing of portfolio management to home offices to help manage liabilities that...

Markets & Investments

Is a Bond Ladder a Reasonable Alternativ…

Rather than pay fees and contend with other drawbacks of annuities, retirees may want to consider creating a bond ladder with Treasuries that will mature each year to create income. So reports...

Retirement

Americans Facing Shorter Retirements, Po…

Americans are facing shorter retirements as many individuals work longer at a time when gains in life expectancy have stalled. So reports Bloomberg.

News Roundup

Parents Saving More for Tuition for Sons…

Research by T. Rowe Price that evaluated homes with only boys or only girls found that parents of sons save more for college tuition than do parents of daughters. So...

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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