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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.
What I hear is: “The fees are too high. They’re complicated. There’s no transparency. There’s an insurance company involved. The back office is a nightmare. Don’t you need a separate license?”
Covid-19 has caused significant upheaval to the workflow of financial advisors who have had to lean on technology to bridge the gap with clients and colleagues in the midst of social distancing, quarantines and economic shutdowns. For Bill Crager, CEO of Envestnet, this new arrangement has served as a validation of the importance of what he built two decades ago.
Each year, The American College of Financial Services selects five of the brightest up and coming professionals to be awarded the NextGen Financial Services Professional Award. These award winners are people to watch in the coming years as they continue to work on the forefront of the industry, especially during times of turmoil and change.