Edward Hayes

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FinFolio Unveils Enhancements To Back Office Software

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The firm has been providing software solutions for wealth managers since 2008.

Fees Play Minor Role In Annuity Buying Decisions, LIMRA Survey Says

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Only 2% of consumers said fees were an important factor when considering an annuity, LIMRA said.

Jackson National Study Suggests Advisors Can Fill Retiree Knowledge Gap

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Retirees and pre-retirees are trying to figure out how to confront inflation and market volatility.

Capital Group Portfolio Managers Predict Mild But Inevitable Recession

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The Capital Group is calling for a short, shallow recession in 2023.

Oros: M&A Deals Continuing Despite Market Turmoil

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The Hightower CEO said that volatility makes it difficult for dealmakers to value firms.

Catchlight Partners With Wealthbox To Aid Advisors

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Catchlight is a data-driven system that was incubated within Fidelity Labs and rolled out to the public earlier this year.

E*Trade Eliminates Mutual Fund Commissions, Redemption Fees

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The move further aligns E*Trade's operations with Morgan Stanley's.

Morgan Stanley Acquires Assets Of Defunct Robo-Advisor Blooom

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Blooom abruptly ended operations of its digital investment advice business last month.

BlackRock Adopts New Investment 'Playbook' As Economy Shifts

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New economic realities will result in less reliance on long-term bonds and developed market equities, company analysts say.

55ip Sees Significant Growth In Tax-Loss-Harvesting Solutions

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A volatile market hasn't hurt the demand for the firm's services.

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