Envestnet Launches Wealth Data Platform for Advisors: Tech Roundup
By Jeff BermanAlso, UBS and Microsoft say they've expanded their cloud partnership.
October 21, 2022
Just a Week Left to Secure 9.6% I Bond Interest RateI bonds issued from May 1 through Oct. 31 will earn 9.62% for six months but must be purchased by Oct. 28.
October 21, 2022
Advisor Who Tried to Flee Prosecution Pleads Guilty to Defrauding ClientsSteven Xigoros was arrested at the Newark airport while trying to board a flight to Greece in September.
October 20, 2022
A Social Security Bridge Strategy Advisors OverlookOne expert says advisors and their clients may want to consider reverse mortgages as part of a bridge strategy.
October 20, 2022
Inflation Haunting Majority of Americans, Few Optimistic It Will ImproveThe majority of respondents in a recent survey have cut costs amid inflation, but half say it's not enough to live comfortably.
October 20, 2022
Private Advisor Group Names New CEOFrank Smith, the firm's president, will take on the added role of CEO in mid-January, succeeding R.J. Moore.
October 20, 2022
Jeffrey Levine: 7 Things to Know About Sequence of Returns RiskConfronting this risk requires advanced planning and, potentially, reductions in retiree spending and lifestyle expectations.
October 20, 2022
IRS Warns of Charity FraudFor Charity Fraud Awareness Week, the agency urges potential donors to do their due diligence.