OCTOBER 19, 2019

RETIREMENT PLANNING

The 10-Most- and 10-Least-Tax-Friendly States

David H. Lenok

Where does your home state rank?

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INDUSTRY

Fidelity's Abby Johnson Addresses Zero-Commission Trades

Samuel Steinberger

Speaking at the eMoney conference with President of Fidelity Institutional Michael Durbin, Fidelity's billionaire chairman said her firm, which does not sell order flow, can compete on better trade execution.

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Sponsored by Security Benefit

Advisors see value in fixed index annuities, but complexity may be holding them back.

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MARKETING

The Top 15 Financial Calculators

Christopher P. Wendt

These embeds can help your articles reach more readers.

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ETFS

The Top-Performing ETFs of the Past Three Months

Aniket Ullal, First Bridge Data

Silver and Treasury bond funds topped the list of ETFs that saw the highest returns over the past three months.

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TECHNOLOGY

'Project Avocado:' eMoney Unveils New Financial Planning App

Samuel Steinberger

eMoney is looking for new ways to engage clients and millennials in financial planning. Its approach isn't without risk.

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TECHNOLOGY

eMoney Adds API Storefront, and United Capital Plugs In

Samuel Steinberger

United Capital, owned by Goldman Sachs, is one of the first enterprises to use eMoney's new Access feature, which opens the planning software's data to outside vendors.

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HIGH NET WORTH

Dynasty Trusts Explained

Harvey Bezozi

A dynasty trust can serve as one of the most powerful weapons in your financial planning arsenal.

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INDUSTRY

Fisher Client Exodus Nears $1 Billion in Backlash Over Remarks

Janet Lorin

Boston's pension fund is the latest to yank money from Fisher Investments after Ken Fisher's vulgar remarks.

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