Wealthfront Partnering with Ascensus For 529 Plans?
Is Wealthfront about to crack the 529 college-savings plan market? The website Savingforcollege.com found a public meeting notification from the state of
A New Technology Platform for NAPFA Members
In an effort to provide advisors with new tools to target prospects online, NAPFA has launched an alliance with GuideVine, an online platform that serves as a digital marketing partner for wealth managers. One notable feature the platform includes the ability to broaden the reach of your message to attractive demographics. Through the alliance, NAPFA advisors will receive access to a discounted rate for onboarding services. "With the increasing number of investors who look for a financial advisor online, the advisor's digital presence is hugely important," said NAPFA CEO
Millennials Suffering 401(k) Leakage
Millennials are having difficulty not just investing in their 401(k)s but keeping the money in the account when they change jobs. According to Forbes, of the 5 million people a year who change jobs with less than
Robos Won't Work for Mass Affluent Baby Boomers
While automated advice platforms may work for millennials, who are just starting to accumulate, they won’t work for mass affluent baby boomers who have more complex financial situations, argues
Advisor News
Annuity News
Health/Employee Benefits News
Life Insurance News