Envestnet Acquires Harvest Savings & Wealth: Tech Roundup
By Jeff BermanAlso, fintech firm fabe launches a SaaS application to help advisors value their firms for a sale.
April 08, 2021
Web Broker Aims to Hire Hundreds of Medicare Sales AgentsEHealth said it offers uncapped commissions and paid licensing costs.
April 08, 2021
12 Wirehouse Reps Move to Janney in Q1The advisors work with a total of $2 billion of assets under advisement and join from Merrill, Morgan Stanley, UBS and Wells Fargo.
April 08, 2021
Physicians Say Prior Authorization Fights Are BackOnly 18% of survey participants believe health plans' requirements are more relaxed now than before the pandemic.
April 07, 2021
Bill Would Boost Social Security for Some Public WorkersThe bill would establish a "new, fairer" Windfall Elimination Provision formula, Rep. Neal says.
April 07, 2021
AdvicePay Adds Financial Plan Compliance ToolThe new tool centralizes compliance reviews of financial plan deliverables to streamline the process, AdvicePay says.
April 07, 2021
Vanguard Launches Its First Active Bond ETFIn addition, State Street launches a passive emerging markets bond ETF.
April 07, 2021
Biden Tax Plan Recoups $2 Trillion in Overseas Profits: YellenIn total, the extra $2.5 trillion in revenue would pay for Biden's eight-year infrastructure plan, according to the Treasury.