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Having spent the majority of 2020 transforming our organization from the inside out, I’m excited and reenergized about the prospect to get back in front of our valued clients to reengage with them on our efforts to deliver solutions that will enable financial wellness to be achievable for everyone.
Some things in life are better when combined with other things. Peanut butter is great, but better with jelly. S’mores are wonderful, but somehow tastier when eaten next to a campfire. Mobile phones are indispensable, but incrementally improve with every added app. This idea holds true with financial advice as well. CPAs and financial advisors are important and valuable resources in their own respects toward ensuring a sound financial future, but they’re even better when they’re both the same person.
Since our interview for Fintech CTO Club last year, MoneyGuide has experienced a merger with Envestnet. Could you please share how this event impacted your development department?
Fiduciary Exchange LL (FIDx), a product-agnostic retirement platform solution that allows insurance carriers to offer insurance solutions through wealth management platforms and other platforms, today announced partnerships with insurance providers American Equity Investment Life Insurance Company and Eagle Life Insurance Company.
InvestmentNews is recognizing female financial advisers and industry leaders who are advancing the advice business through their passion, creativity, intellect and willingness to help other women along the way.
Here’s the Thinkers360 leaderboard for our top 50 global thought leaders and influencers on Customer Experience for November 2020. Congratulations to all our thought leaders and experts who participated!
The chief executive officer is working with regulators to help build a federal rule to govern data usage...
The integration will allow RiskPro software to function within workflows on Envestnet’s advice platform.
The former Cision CIO succeeds company veteran Scott Grinis, who has served as the company's chief technology officer for 20 years. The former Cision CIO succeeds company veteran Scott Grinis, who has…
Benzinga will be holding its annual Benzinga Global Fintech Awards, a day of dealmaking, networking, and recognition in the financial technology space, on Nov. 10, 2020.