Envestnet Adds Pontera's 401(k) Management Platform: Tech Roundup
By Jeff BermanAlso, the updated Hearsay Sites offering gives advisors improved SEO capabilities.
February 01, 2023
Secure 2.0 Makes QLACs More AppealingSecure Act 2.0 has expanded the rules governing these types of longevity annuity contracts.
February 01, 2023
Fight to Rename 'Medicare Advantage' Gets New PushRep. Mark Pocan, D-Wis., and two House colleagues are promoting the position that "only Medicare is Medicare."
February 01, 2023
5 Ways BDs Fail to Meet Reg BI Care Obligation: SECSome firms have been telling reps what to do but giving no guidance on how to do it.
February 01, 2023
HSA Assets Grow, and Advisors Take NoteExperts say financial advisors with knowledge about health savings accounts can deliver substantial value to clients.
February 01, 2023
17 Best International Stocks and ETFs for 2023: MorningstarHere are 10 international stocks and seven ETFs worth a look, according to the research firm.
February 01, 2023
Be Ready for SEC's Proposed RIA Outsourcing RuleA proposed rule would impose new due diligence requirements on RIAs seeking certain third-party services.
February 01, 2023
Fed Slows Rate Hikes, Signals Further Increases Are ComingThe target for the benchmark rate was raised by a quarter percentage point to a range of 4.5% to 4.75%.