Envestnet CEO Jud Bergman Remembered as Visionary
By Janet LevauxTributes to Bergman, who died in a car crash, pour in from Ron Carson, Michael Kitces, Aaron Klein and other members of the advisory and fintech communities.
October 04, 2019
Here's How a Crash Could Pound Some U.S. Life Insurers: Moody'sAnalysts say some issuers have riskier bond portfolios than others.
October 04, 2019
FINRA Board Approves Expungement ChangesFINRA approved creating a roster of arbitrators with enhanced training to decide whether to expunge customer complaints about brokers.
October 04, 2019
As Returns Shrink, Opportunity Zone Funds Adjust Their StrategiesWith scores of bidders chasing assets, returns have shrunk.
October 04, 2019
Envestnet CEO Killed in Car CrashJud Bergman's death has shocked the industry, as leaders like Joe Duran, Michael Kitces and Aaron Klein expressed online.
October 03, 2019
Trump Calls for Turning Medicare Provider Pay System Upside DownIn an executive order, he also calls for rebate-based patient incentive programs.
October 03, 2019
Riskalyze Upgrades Its Wealth Management Platform With New FeaturesFidelity becomes latest firm to make its portfolio research available on Riskalyze Partner Store.
October 03, 2019
Insurtech Startup Raises $80 MillionUnqork sells a menu-based tool for creating corporate software systems without coding.