Featured
Americans Nearing Retirement Say They Plan To Take Social Security 'As Soon As Eligible'
Many Americans are gloomy about the future of Social Security. And they aren't keen on waiting until age 70 to start collecting it.
Hedge Funds Bail From Globals Stocks At Fastest Pace In 13 Years
Fast-money investors are rushing to unwind their global equity exposure.
Recent
Towards Optimal AI-based Wealth Management - Study
This article explores the various ways that AI technology is changing the face of wealth management in the UK and much of the world.
Wealth Management Tech Company Docupace Acquires PreciseFP
Sawtelle-based Docupace Technologies acquired PreciseFP, an Alpharetta, Ga.-based wealth data company announced Sept. 30.
Zuckerberg Loses $6 Billion in Hours as Facebook Plunges
A selloff sent the social-media giant’s stock plummeting 4.9% on Monday, adding to a drop of about 15% since mid-September.
Q&A: How Financial Advisors Can Harness Technology
Relying too heavily on technology can create a barrier between advisor and clients. It's hard to build personal relationships through text or email.