HD Vest Rolling Out Envestnet Portfolio, Other Tools for Its Advisors
By Janet LevauxAdvisors using HD Vest's platform can now access Envestnet tools for model management, UMAs and more.
September 13, 2018
Cigna Creates $250 Million Health Care Investment FundThe company is looking for ideas that can be used as the basis for pilot programs.
September 13, 2018
HD Vest, Envestnet Link Up on Expanded Advisor PlatformThe 3,700 affiliated advisors can access resources for model management, proposal generation, UMAs, online reporting and more.
September 13, 2018
Morgan Stanley to Offer Bitcoin Swap TradingInvestors will be able to go long or short using so-called price return swaps; the firm will charge a spread for each transaction, according to a source.
September 13, 2018
Carson Group, Barron's and Creighton University Partner to Woo Next GenerationCarson Group has also launched a rotational internship program.
September 12, 2018
Raymond James, RBC Wealth Nab Wirehouse Reps: Recruiting RoundupMeanwhile, Ameriprise Financial adds a multigenerational team with close to $100 million in assets.
September 12, 2018
Web Broker to Hire About 200 People in Utah by Mid-OctoberGoHealth is holding an open house in Lindon, Utah, on Saturday.
September 12, 2018
U.S. Health Insurers Are Doing All Right: Mark FarrahAverage individual major medical member expenses rose 7.6%, but per-member revenue rose 17%.