A majority of Americans (61 percent) have no clue how much money they'll need to save for retirement, and nearly 20 million say they'll never plan to retire, according to a new study by Bankrate.com. The study found that millennials (69 percent) are most unsure about how much they'll in retirement, followed by those 73 and up (59 percent), Baby Boomers (58 percent) and Generation X (56 percent). ...
Ensemble Leaves UBS For Kestra Kestra Private Wealth Services, a subsidiary of Kestra Financial that supports independent investment advisors, said Thursday a former advisory team at UBS had joined its network. The Rhode Island-based Northeast Investment Group was previously managing $340 million in client assets and collectively has more than 75 years of experience. ...
Yodlee Unveils AI-Powered Financial Wellness Tools Data aggregator Yodlee is making its cash-flow application and API, called Ok to Spend, available to customers and adding enhancements to its artificial-intelligence-powered Financial Wellness Solution. AI FinCheck is designed to go beyond what a traditional personal financial management tool might provide, said Katy Gibson, vice president of product application's at Envestnet's Yodlee. ...
