Cerity Partners to Merge With Venture Capital Advisory Shop
By John ManganaroThe merger with Touchdown Ventures will expand the firm's offering to corporations and businesses.
September 20, 2024
8 Views From Advisors and Clients on the Future of Financial PlanningNew FPA and Allianz research looks at how advisors are adapting to meet changing client needs.
September 20, 2024
Envestnet Updates RIA Platform to Optimize WorkflowsNew and updated tools aim to free up advisors' time for client relationships, Envestnet says.
September 20, 2024
Pontera Links With New 'Tech-Forward' Recordkeeper in Wake of Fidelity ReversalThe new partnership with 401GO will enable financial advisors to be paid directly from 401(k) accounts.
September 19, 2024
Clients With LLCs Need a Business Continuity Plan CheckA recent Supreme Court could hurt any clients with continuity plans that were set on autopilot.
September 19, 2024
The 60/40 Glidepath Is Dead for One Simple ReasonFinancial models assuming clients will live to 85 or 90 are at increasing risk of falling short.
September 19, 2024
Biblical ETF Firm Misrepresented Its Investing Strategy: SECThe SEC fined Inspire Investing $300,000, saying it didn't follow its own screening criteria.
September 19, 2024
More Evidence That Spending Spikes Can Derail Retirement SavingsNew research finds the frequent spending spikes seen in the private sector also occur among public-sector workers.