Warren Slams TurboTax for Upselling Taxpayers During Filing Process
Sen. Elizabeth Warren (D-Mass.) criticized TurboTax for charging taxpayers for relatively simple tax returns and repeatedly upselling them.
Here's Why You May Want to Keep a Little Cash in Your Brokerage Account
Your brokerage account, for the most part, is not an account you want loaded with cash.
Wall Street Surge Lifts Morgan Stanley and New CEO Ted Pick
Profits rose at Morgan Stanley during the first quarter as the Wall Street giant benefited from pickups in investment banking, trading and asset mgmt.
Brookstone: Should You Include Bitcoin in Client Retirement Portfolios?
(Brookstone) In this video, Chief Investment Officer Mark DiOrio, CFA discusses whether advisors and retirees should consider incorporating Bitcoin into their retirement portfolios, referencing Fidelity's recent white paper titled "The Case for Bitcoin."
Adhesion: Debunking Myths About Outsourced Portfolio Management
(Adhesion) Outsourced Investment management is a strategy for financial advisors who want to enhance their services and guide their clients toward financial prosperity. RIAs are making the switch to outsourcing, but despite the growing popularity, there are still many misconceptions that may deter advisors from considering this route.
Let’s demystify some of those myths.
Myth 1: Outsourced Investment Management Leads to a Loss of Control Over Investment Decisions