Envestnet | MoneyGuide Teams With FIDx on Annuities: Tech Roundup
By Jeff BermanAlso, Lincoln Investments selected Riskalyze for tech.
September 02, 2020
COVID-19 Economy Forcing Workers Into Early RetirementA new report shows that involuntary retirement caused by the pandemic could have devastating effects.
September 02, 2020
DOL Fiduciary Rule Hearing Is Too Rushed, Lawmakers SaySen. Patty Murray and Rep. Bobby Scott urged the department to reopen the comment period after the hearing.
September 02, 2020
SEC Charges Ex-LPL Rep With Stealing $300K From Retired ClientThe rep defrauded a 73-year-old client with whom he shared a bank account, the SEC says.
September 02, 2020
CBO Cuts Forecast for Social Security Fund Life Span, Sees Debt Topping GDP in 2021The latest CBO projections reflect the carnage the pandemic is inflicting on the economy.
September 02, 2020
Wealthfront's New Autopilot Service More Competitive With Banks Than AdvisorsThe service automatically transfers clients' funds from savings and checking into investments.
September 02, 2020
Envestnet, Yodlee Sued Over Consumer Data CollectionThe company was also dealt a setback in its legal dispute with FinancialApps.
September 02, 2020
Raymond James Expands Advisor Coaching ProgramOverall, 650 advisors and branch professionals have participated in the firm's different coaching programs since Oct. 1, 2019.