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The number of millennials who have $100,000 or more in savings has more than double since 2015, according to a new study by Bank of America. The study, 2018 Better Money Habits Millennial Report, found that 16 percent say they have $100,000 or more in savings, up from 8 percent in 2015. ...
Fidelity Wins Three e-Moniter Awards
Fidelilty cleaned up in Corporate Insight’s 2017 Monitor Awards, an annual report that recognizes firms for excellence in the digital user experience they offer prospects, clients and advisors. It was the only brokerage that won three gold awards—for Core Product Offerings, Account Information and Performance Reporting and Planning Tools categories. ...
Kestra Names New COO
Kestra Financial, an independent advisory platform based in Austin, Texas, named Kris Chester its new Chief Operating Officer. Chester, who previously was a vice president at Wells Fargo Bank overseeing more than 750 employees, will now be in charge of Kestra's advisor technology. ... |
