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The Certified Financial Planner Board of Standards Center for Financial Planning has collaborated with Dalton Education to launch the Dalton Education CFP Exam Review Course Scholarship that seeks to advance diversity in the financial planning profession, they said Thursday.
What if artificial intelligence could tell you that your client was exhibiting some of the behavioral patterns of other advisory clients who have fired their advisors? Actually, this capability already exists, and it’s one of the ways that AI will change the RIA business.
Registered investment advisers and broker-dealers a part of the Envestnet network will now have the option to manage trust and estate planning accounts for their clients thanks to a new integration with Trucendent.
The English language is constantly evolving. We adopt new words, outdated words get phased out, and we adapt the definition of existing words to better meet our needs. In an industry like financial services, which is in an almost constant state of transformation, it’s no surprise many words evolve behind their traditional meanings almost overnight.
Independent advisors are gaining ground on their bank-based peers when it comes to loans and cash management tools, improving the client relationship—and keeping those assets closer to home.
Turnkey asset management platforms hold more than $2 trillion in managed wealth, and RIAs are the group that's funneling the most assets into TAMPs.
Arsenio Hall, during his heyday as host of the first incarnation of The Arsenio Hall Show, one of TV’s top-rated late-night talk shows at the time, made a point of saying you know you’re excited about your life when you don’t use an alarm clock to get yourself out of bed in the morning.
President of Envestnet | MoneyGuide, Tony Leal, is recognized in InvestmentNews Icons & Innovators as an innovator in the financial advice business.
Envestnet has announced the launch of the new version of its Recommendations Engine for enterprise organizations.
The COVID-19 recession poses financial challenges to many Americans, but especially younger generations who are often more financially vulnerable than older consumers. Financial institutions can help by leveraging the power of peer comparison, embracing digital payments, and empowering younger people to address their debt.