MOST VIEWED FUNDS FROM LAST WEEK
- Short Duration Income Fund
- Equity Income Fund
- Growth Opportunities Fund
- Short Duration Bond Fund
- Dynamic Asset Allocation Growth Fund
86% of advisors say that social media helped them gain new clients
Headlines you need to know this week — January 15, 2019
Fintech surge continues New businesses launched in the fintech industry set records in 2018, with venture capital investments in the sector totaling $11 billion, representing a 39% increase over 2017. PwC research noted that the most popular startups focused on bank customer data, digital currency, cybersecurity, and using artificial intelligence for compliance.
Consider IRA strategy early in the year Investors considering a charitable donation using IRA assets may want to start planning early in the year. While the IRA provision is available only to account owners who are 70½ or older, investors may not know that there are other rules that govern the timing of distributions. A recent report in InvestmentNews reviews the importance of considering this donation prior to taking any other required minimum distributions.
Financial advisors are still the number one source for advice When individuals need financial advice, they turn to financial advisors, according to a study by the Certified Financial Planner Board of Standards. While the majority of consumers surveyed expect that the use of digital technology will be part of the relationship, they indicated that they prefer to meet with a human advisor who can understand their planning needs.
ON TWITTER NOW
Research funds and ETFs
Explore and compare funds, model portfolios, and discover new investment opportunities.
Webcasts you may have missed