Cambridge Partners With AdvicePay: Tech Roundup
By Jeff BermanAlso, FSP teams with Chalice Network to create FinTech Institute, and Wells Fargo invests in a donor-advised fund program.
November 25, 2020
NAIFA Confirms Thomas Michel as 2021 PresidentLawrence Holzberg was confirmed as the new president-elect.
November 25, 2020
Former TD Ameritrade Exec Won't Return to FordVijay Sankaran, who spent the past seven years leading technology at TD Ameritrade, won't be rejoining his former employer after all.
November 25, 2020
An Open Enrollment Like No OtherThe author makes the case for looking at all of the options, including products other than major medical insurance.
November 25, 2020
Life Settlements for Non-Convertible Term Policies. Wait… What?Sometimes, making the impossible possible is just a matter of knowing who buys what.
November 24, 2020
What BlackRock's Latest Deal Means for Rivals, Advisors"It's no surprise the biggest players are rushing in to buy these [direct indexing] capabilities to protect their turf," says consultant Tim Welsh.
November 24, 2020
White House Task Force Sees COVID-19 Death Rate ClimbingThe number of new COVID-19 cases per 100,000 residents also increased.
November 24, 2020
Investors Are Saving at Least 10% a Year for Retirement: SchrodersMany investors expect to retire as soon as they qualify for Social Security, the recent study finds.