As Envestnet searches for a new leader, it may also be exploring a sale of Yodlee, its data aggregator.
Why hedge fund managers, advisory firms and other financial services firms are basking in the sun in Miami.
Bill Crager has led the firm since 2019, and his departure follows more than a year of significant developments at the fintech.
Advisors say Gen Zers are more curious and interested in post-death plans than other generations
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This AI product doesn't want to take your job, and it might make it easier.
Lead generation platforms are ‘worth exploring’ but advisors prefer other approaches.
Tifin @Work is an advice platform powered by AI that plan sponsors can provide to their employees.
Increasing AUM, finding new clients and achieving scale are among the challenges they face this year.
The percentage of female fund managers around the globe has consistently hovered around 12% over the past two decades.
New York City advisor explains why he focused on millennial clients when ‘nobody else would invest in them.’
The stress and complexity of running a small business can take a toll on financial advisors.
With lots of new and existing regulations to deal with, as well as the challenges posed by AI, it's shaping up to be a strenuous year for compliance executives.
Meeting the needs of emerging Black investors can be accomplished through incremental changes to client council and outreach.
While many wish they went a different route in school, advisors who studied different subjects say they wouldn't change a thing.
CEO Aaron Schumm talks about the long game in the state-plan market and mentions that Vestwell is exploring lifetime income.
It's crucial for investment advisors to recognize the consequences of failing to meet their annual continuing education obligations.
The distinction between organic growth and market growth has never been more apparent, especially during periods of market volatility.
We are approaching a perfect storm – could M&A in the wealth space set a record in 2024?
Clients should want to give a charitable gift first and deal with tax deductions second, says director at Altair Advisers.
