Use the new Service Requests subtab found on the Household record. Or, from anywhere on the Platform, access this new subtab by clicking on the Service an Account button and then choosing the Allocation Change option.
Our integration with Morningstar ByAllAccounts Aggregation service provides clients their entire financial picture in one place. Data for investment accounts, bank accounts, credit cards and more are retrieved nightly into the client portal and advisor portal, creating a more holistic view of the client’s finances.
Economic Commentary The US economy has been sending mixed signals, even as the start of July marks the longest economic expansion in US history, surpassing 120 months. The final estimate for real GDP growth in the 1st Quarter (Q1) came in at a surprising 3.1% thanks to a boost from shrinking net imports and rising inventories. Estimates for Q2 have come down but are not signaling disaster, such as the most recent Federal Reserve Bank … Read More
Introduction Halfway through 2019, global financial markets have teetered between euphoria and panic as global growth forecasts have been held captive by the seemingly unending trade war. Investors are getting a first-hand look at President Trump’s aggressive negotiating style, but he has found a formidable opponent in his Chinese counterpart Xi Jinping. At the onset of the trade dispute, consensus opinion was that the US had the high ground due to its position as a … Read More
Dr. George Calhoun, professor of quantitative finance at Stevens Institute of Technology and the Executive Director of the Hanlon Financial Systems Center at Stevens, penned the below article. As a member of the Research Advisory Board at Hanlon Investment Management, Dr. Calhoun works in conjunction with Hanlon on investment research. The Small Investor’s [Only] Advantage provides an analysis of the advantage small investors have over large institutional investors, a very thoughtful and compelling point of view.
Economic Commentary The US economy is still humming along with continued GDP growth, low unemployment, and mild inflation. The latest and final reading of 2.2% for 4th quarter (Q4) US real GDP and 2.9% for the full year of 2018 is solid. Looking ahead, a survey by the National Association for Business Economics forecasts 2.4% for 2019 US GDP, while the Federal Reserve (Fed) has a median forecast of 2.1%. Globally, the picture is cloudier … Read More