Ben Lee Contributor Mr. Lee hails from Houston by way of Shanxi. A longtime investment analyst and financial commentator before the 2008 crash, he has since concentrated on providing consultant services to clients in the securities and employer benefits industries.
Schwab’s Robo Outperformed Rivals in Third Quarter Schwab Intelligent Portfolios outperformed 19 other robo-advisors in the third quarter for portfolios composed of a 60/40 stock/bond mix.
Advisors Should Steer Senior Clients to Compare Medicare Part D Plans Financial advisors can help their older clients deal with the anxiety of medical costs by guiding them to re-shop their Medicare Part D plans.
Former Merrill Lynch Broker Sues Firm for Age Discrimination Merrill Lynch is facing an age-discrimination lawsuit from a former broker in Michigan.
Could Robo-Advisor Assets Surpass BlackRock? A report by Deloitte projects a spectacular rise in the amount of assets managed on digital platforms over the next eight years.
A $2,400 Cap on 401(k) Contributions Would Affect Millions of Americans Capping the maximum 401(k) contributions at $2,400 would affect U.S. workers across all ages and income levels.
