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Investments
Retirement bills in Congress could alter 401(k) plans: Retirement Scan
More small companies would be encouraged to offer retirement savings plans to their employees under a proposed bill.
New digital tools are coming for high-net-worth clients
Apps aimed at the very wealthy have lagged behind those for other groups, but there's interest in developing them, especially ones that track total net worth.
Voices: Do religious and political ETFs outperform?
These emotional topics tend to be bad for investment returns, Barry Ritholtz says.
AICPA adds financial planning certificate program
The program will give CPAs a new way to gain the institute's PFS credential — as well as provide other educational opportunities for non-CPAs.
Voices
What I like about Morningstar’s 3 new data sets
Allan S. Roth
Founder
Wealth Logic
The investment research firm debuted three new data sets that can help advisors evaluate investment options for clients.
Kitces on risk tolerance: The misperception that keeps hurting clients
It’s time to broaden our understanding — and assessment — of risk composure.
Dow tops 25,000 as stocks rise on global growth outlook
Stocks rallied around the world on signs the global economic expansion that pushed benchmarks to records in 2017 remains intact.
How dropping the FIFO rule could raise taxes on stock sales
The revised GOP tax bill lets investors keep the flexibility to sell whichever shares they want.
Ameriprise changes how advisors can access American Funds
The change builds on earlier policy shifts at Ameriprise, which previously pulled more than 1,500 funds from its platform.
Fidelity offers potential free trades after outage
The brokerage firm says reimbursements will be evaluated on a “case-by-case basis.”
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