Envestnet, Salesforce Plan New Integrations for Advisors
By John ManganaroSalesforce Financial Services Cloud users will have direct access to the MoneyGuide planning program within their central CRM.
May 10, 2024
Americans Worry About Retirement Savings Shortfall: SurveyConcerns include Inflation, health care costs, a major market downturn and outliving assets, Schroders research found.
May 10, 2024
JPMorgan Asks Court to Halt Ex-First Republic Advisors' Recruiting Loan FightJPMorgan subsidiaries and 16 advisors are sparring over loans from the defunct bank tied to recruiting bonuses.
May 10, 2024
U.S. Life Activity Springs Back UpConsumers ages 71 and older rushed to submit applications.
May 10, 2024
Tax Bill With 100% Bonus Depreciation Hits SetbackSenators' attempt to amend the measure to a must-pass aviation bill were scuttled.
May 10, 2024
Merrill Lynch to Pay $825K Over Best Execution IssuesMerrill failed to reasonably supervise equity orders in the firm's electronic systems to ensure they were executed promptly, FINRA said.
May 09, 2024
IRS Drafts Gift and Trust Reporting ChangesThe proposal could lead to big changes for clients who get cash from overseas.
May 09, 2024
Manulife Hopes for Another Hancock LTC Reinsurance DealThe company sees interest in similar policies to the $4.4 billion in policies that Global Atlantic recently reinsured.