Bartlett Wealth Management celebrated its 125th anniversary this year. One of the firm’s core beliefs is caring for clients and developing deep, meaningful relationships with them. New advisor advertising rules that went into force last November create an avenue for Bartlett to tell its story through the investors it serves....
A former Federated Hermes employee this week sued the company because it included its own funds in the company’s 401(k) plan. The asset management firm is latest to be targeted by a plaintiff’s law firm over the issue of using in-house products rather than comparable funds from outside providers that...
The New York Post reported Thursday that another senior executive at Goldman Sachs Asset & Wealth Management was considering heading to the exit, with Laurence Stein, executive vice president and chief operating officer of the group, the next potentially to go. The Post’s reporting about Stein comes after months...
What is fintech? What does a fintech company do? What is considered a fintech company? What are some fintech applications? What are some types of fintech companies? How do fintech companies rate vs. traditional finance companies? What are some benefits of fintech companies? What are some challenges and trends faced by fintech companies? What are some top...
Wyoming Virginia Delaware Georgia Iowa Texas Idaho Nevada South Carolina New Hampshire Among the best states to retire on Social Security, which one stands out for you? Retirement is a milestone in one’s life that highlights the freedom from laboring days. Some are preparing for this day ahead of time while others tend to delay their retirement and save up...
Homeownership remains a key goal for many Americans, but it continues to become one of the hardest to achieve with tight supply pushing up real estate prices and lowering affordability nationwide. The latest stats show that prices are on the rise again with the Black Knight HPI recording an all-time...
Is the U.S. economy destined for continued growth or heading into recession? It’s a question pondered daily by investors and analysts around the world, but what do business leaders think? Just 16% of executives responding to the third-quarter AICPA & CIMA Economic Outlook Survey said they expect a recession by...
Markets settled into a holding patterns ahead of Friday’s key US jobs data, with European stocks and American equity-index futures edging higher, Treasury yields flat and a gauge of the dollar steady. Energy majors were among the gainers in the Stoxx Europe 600 index as crude oil headed for the...
The Federal Reserve may very well be done hiking rates for now, but US stocks still face a pullback from the risk of a hard economic landing, according to Bank of America Corp. strategists. Signs of softening in the labor market are a “strong tell” that the Fed would pause...
Fresh off a pivotal win in court this week, Grayscale Investments may soon find itself in another fight: the $7.5 trillion U.S. exchange-traded industry’s never-ending contest over fees. A ruling Tuesday overturned the Securities and Exchange Commission’s decision to block Grayscale’s bid to convert its $17 billion bitcoin trust into a physically...