Financial technology – especially client portals ¬ can have a profound impact on financial planners and their clients, according to a recent study. However, the research emphasizes that access to ...

Fidelity Investments has introduced a new policy restricting financial advisors’ ability to access or manage clients’ 401(k) accounts directly. The change affects thousands of independent advisors who ...

Fidelity, a leading administrator of retirement plans in the United States, has implemented new security measures affecting 401(k) accounts. These changes, aimed at enhancing cybersecurity, have ...

Charles Schwab got its start by making it much more affordable for individual investors to buy stocks. Now, the company would like to do the same with investing in private companies. It’s acquisition ...

Helping clients understand the risks, rewards, and realities of investing beyond the public markets Vikki Velasquez is a researcher and writer who has managed, coordinated, and directed various ...