'Bain Is Not Coming in Here to Cut': Envestnet Exec
By John ManganaroEVP Tom Sipp shares an insider's view on Envestnet's sale to Bain Capital and several minority investors.
July 12, 2024
Few Young Adults Know What Disability Insurance IsJust 48% of adults ages 55 and older could pick out the right description from a list.
July 12, 2024
DOL Fiduciary Rule Mania: What's Happening and Where It's HeadedLawmakers and opponents of the rule are piling on, but lawyers urge advisors to keep pace with compliance.
July 11, 2024
Life Application Activity CoolsBut activity was stronger for older people seeking whole life coverage.
July 11, 2024
5 Keys to a Seamless Move to Another FirmClients' strongest affiliation is with their advisor, and that relationship supersedes any notion of firm, platform or brand.
July 11, 2024
Younger Prospects Don't Need Referrals to Pick an Advisor: SurveyToday's retirees are the last generation of investors who consider referrals necessary when selecting an advisor, Ficomm found.
July 11, 2024
Roth IRAs Could Fund a Long-Term Care PlanPlanning purists may shudder, but Kassi Hyde of Apollon Wealth Management is not a planning purist.
July 11, 2024
Wealth Firm Serving Doctors Lands $200M Investment, Buys RIAThe investment will help fuel more deals and product development, Earned Wealth says.