Advisors’ most successful clients learned their formative investing lessons in the late 20th century—a “perfect storm” of favorable demographics and economic trends. But the past decade revealed starkly different conditions. This...

Sure, one of the latest entrants into the "insure-a-thing" vertical, announced this week that it raised $8 million in Series A funding, which the New York City- and Los Angeles-based InsurTech startup intends to use to grow its product and marketing outreach. Run...

When you’re looking for a potential retirement spot, keep taxes high on the criteria—since whether a state has its own income tax, and if so what it taxes, can have a big impact on how much money you’ll have left to spend after April 15 has...

A new study developed by Distil Networks and the Online Trust Alliance revealed 95% of top websites across different verticals, including financial services, are no match against advanced persistent and damaging bots. The survey found that while an average of 16% of...

The former president of the Oregon Retailers of Cannabis Association pleaded guilty last week to stealing more than $700,000 from a dozen credit unions and a bank. From January 2014 to July 2016, Nicholas J. Saulsberry, 30, created websites that claimed to be...

Merchants could lose $71 billion to card-not-present fraud over the next five years, and North America, the Far East and China will soon account for 80% of that fraud, according to new data from Juniper Research.  The U.S. shift to EMV cards and delays in...