News
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.
Ameriprise Financial (NYSE: AMP) today launched a new ad campaign spotlighting how the company’s financial advisors help clients manage their money, achieve their financial goals and enable them to stay focused on their families, careers and other priorities.
Riskalyze’s strategy to reel in large wealth management firms appears to be working as independent broker-dealers struggle to ensure advisors keep portfolios within clients’ risk tolerance.
The advisor technology company has a new agreement to make its risk assessment and portfolio analytics software available to Cetera’s entire network of wealth management professionals. Cetera will offer Riskalyze through its digital workstation, AdviceWorks, for no additional cost to member firms. Cetera affiliates will also get an exclusive discount rate to Riskalyze’s premium products.
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.