The Tax-Smart Separately Managed Account Platform lets advisers customize portfolios based on strategies created by J.P. Morgan’s index team.
Of the 19 speakers scheduled to speak on the first day of the fintech-for-advisers event, only one was a woman.
Speculation about DePina's future with the company has circulated since reports surfaced that Envestnet is exploring a sale to private equity.
The advice industry's usual fears and concerns around tech M&A have been replaced with unbridled enthusiasm.
Despite the current challenges, including working separately from business partners and staff, now is the time advisory firms should be laying the groundwork for their next phase of growth
An aging workforce may not be able to postpone retirement until valuations bounce back
In addition to retirement accounts, Vanguard plans to give advice on emergency funds, debt and managing extra cash
The robo-adviser says it will automatically pay bills and invest the rest in the most appropriate accounts
As advisers look for answers after the sell-off, Oranj will expand its model marketplace with active asset management products from AllianzGI
Even the rapidly moving tech world is having to slow down for the pandemic
