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More people are seeing their healthcare costs rise, and it’s starting to eat into their other financial goals. According to Bank of America Merrill Lynch’s annual Workplace Benefits Report, 79 percent of employees said healthcare costs went up in 2016. Of those who did, more than half said its forced them to reduce how much they are saving for retirement, paying down debt, contributing to investment accounts and saving for college. ...
Orion, Mineral Interactive Create Prospect Portal
Orion Advisor Services has teamed up with Mineral Interactive to create a Prospect Portal to help advisors guide prospects through the onboarding and data collection process. The portal can be integrated directly into the advisor’s existing website. Features of the portal include personalized risk assessment, secure file sharing, balance sheet integration and open source. ...
More Bitcoin Bashing
Add Ray Dalio to the finance establishment against bitcoin. The founder of Bridgwater Associates – the world's largest hedge fund – said the cryptocurrency met his firm's criteria for a market bubble during a CNBC interview. ... |
