Morningstar causes uproar with new study that upends everything RIAs assumed about retirement planning, and it all comes down to a number
In July, Morningstar published its latest retirement report, and its author David Blanchett poses tough questions, suggesting advisors risk “havoc” when predicting retirement. But the industry claims it's well prepared.
Totum's bid to beat Riskalyze, including its own 1 to 99 risk number, gets reward -- acceptance by Black Diamond and CircleBlack
CEO Larry Shumbres says financial advice industry is in for a shock, as thousands-strong uptick in users shows Totum Risk is the real deal
United Capital nabs Min Zhang not long after Gail Graham leaves and Larry Shumbres continues a magical post-Schwab ride
The $19.8-billion national RIA in Newport Beach, Calif. makes the ex-Totum Wealth CEO its digital product manager and Shumbres fills the CEO spot