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While retail investment management fees have compressed over the years, that may belie the fact that investors are incurring other non-fee costs, such as tax drag, low relative returns and reduced public benefits, according to a new study by United Income. ...
Health Firm Partners with DailyVest for HSA Investing
WEX Health, a tech platform provider for managing healthcare finances mostly via workplace plans, has partnered with DailyVest, an investment performance and reporting tech company for plan sponsors and 401(k) participants, to bring better investment reporting tools to participants in workplace Health Savings Accounts. ...
What do Investors Want? A Personal Connection
You often hear about a lack of trust in the financial services industry. But over half (56 percent) of Americans say their trust in advisors would increase if they communicated with them on a personal level, according to a new survey by the Million Dollar Round Table. ... |
