Improvements in SMA tech have more advisors getting on board
A new survey shows investors are big fans of separately managed accounts. But what do advisors think of SMAs and SMA technology?
Source: investmentnews.com
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Money market funds are paying above 5%. What to know before ditching your savings account
Money market funds are now paying above 5%. Here’s what to know before transferring cash from a savings account.
Source: nbcmiami.com
Advisors tilt toward ETFs, growth stocks and investment-grade bonds: Fidelity
Advisors are favoring ETFs over mutual funds, along with growth stocks and more conservative bonds, Fidelity research shows.
Source: investmentnews.com
Five Pandemic Practice Changes with Staying Power
Numerous advisor innovations have become permanent; it's not just Zoom and hybrid work.
Source: wealthmanagement.com
79% of Women Investors Are Confident They'll Achieve Their Retirement Goals, Survey Finds
For women who lack confidence about their investing ability, there are ways to change that.
Source: nbclosangeles.com