Industry Insights
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Blog for Insurance Firms:
This article was originally published on BAI. Ask someone in the financial services industry to define financial advice and most will point to wealth management and advisor-led financial planning for high net worth clients. But ask a customer, and they’ll give a more holistic definition that doesn’t set thresholds based on wealth, nor restrict advice only […]
After Jack Bogle passed away on January 16, 2019, Mike sent the following note to the SigFig team. We share it below, lightly edited for length and clarity. Hi Team, Jack Bogle, founder of Vanguard, passed away today. Some of us may not have even heard of him. But Jack Bogle essentially invented the index […]
