Scudder Funds announced a three-year agreement with IBM to provide IBM Internet Connection Services to its customers. IBM will provide Scudder's fund customers with a choice of three service plans, and offer free trial service for the first 30 days or 30 hours, whichever occurs first.
Morningstar finds that active investment managers beat low-cost passive index trackers only 27% of the time over a 12-month stretch.
Account titling and beneficiary designations could contradict what clients write in their wills, undermining estate planning. Advisors can help keep these current.
Medicare now covers weight-loss drugs as part of an 18-month program to expand access. Here's what advisors need to know about the coverage — and what it can save clients in the long run.
August is National Make a Will Month, but advisors say it's important to urge clients year-round to secure their wishes by keeping wills and estate plans fresh.
Women are projected to receive more than $100 trillion in the so-called great wealth transfer. But their planning needs can differ from men's.
Web designer Bonfire Studio asked ChatGPT for advisor recommendations in five metro markets. The results give advisors more reason to tend to their online presence.
