Investment News - Technology issues test RIAs and custodians

Investment News - Technology issues test RIAs and custodians

Gather the technology leaders of competing custodians and registered investment advisers of various sizes, and there are sure to be some disagreements about whether robo-advisers are a blessing or a curse and which are the greatest cybersecurity threats.

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CNBC - What the battle over 401(k) plans means for your retirement

CNBC - What the battle over 401(k) plans means for your retirement

Right now, workers who have access to 401(k) plans will be able to invest up to $18,500 next year, while participants age 50 and over will be able to put away $6,000 more. Under current rules, investors will not pay taxes on those contributions until a later date.

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CNBC - The 401(k) debate continues as lawmakers float a $20,000 cap

CNBC - The 401(k) debate continues as lawmakers float a $20,000 cap

President Donald Trump and Congress have tussled this week over what meaningful changes, if any, to these retirement plans should look like. Earlier this week, Trump maintained that rules for contributing to 401(k)s should stay the same.

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How Some Savvy FAs are Overtaking ‘Basic’ Robos

How Some Savvy FAs are Overtaking ‘Basic’ Robos

Robo advice for mass-affluent investors keeps evolving. But brick-and-mortar advisors aren’t standing still. In fact, some traditional FAs are taking into their own hands ways to automate more sophisticated types of holistic planning – from philanthropy to tax strategies and healthcare issues.

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Investment News - Advisers find summer slowdown has become a thing of the past

Investment News - Advisers find summer slowdown has become a thing of the past

Summer isn't what it used to be, according to financial advisers.June, July and August used to be slower months when clients vacationed and advisers would recharge themselves and their practices, completing long-term projects aimed at business development and other operational improvements.

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