Envestnet to Create Unified Annuity Investment Platform for Advisors: Tech Roundup
By Jeff BermanAlso, Edelman Financial Engines to launch "Everyday Wealth With Soledad O'Brien and Jean Chatzky," a podcast and radio show.
December 01, 2021
California Detects First U.S. Omicron CaseA California outbreak response advisor says the country could have about 2,000 undetected cases.
December 01, 2021
Older People Fear Rising Prices More: MDRTThe group also asked survey takers about their cryptocurrency holdings.
December 01, 2021
Cetera Expands Investor Acquisition Program to All Its AdvisorsOnly a little more than 100 of the firm's advisors have been using LeadEngine until now, it says.
December 01, 2021
Envestnet Files to Offer Its Own ETFs on PlatformThe TAMP is planning two bond and two equity ETFs that combine active and passive management.
December 01, 2021
SEC Updates List of Deceptive Firms, Fake RegulatorsThe firms on the SEC's PAUSE list provide inaccurate information or impersonate other firms.
November 30, 2021
Ex-Merrill Broker Says He's Relieved After Do-Not-Call Allegation ExpungedAn arbitrator for FINRA called the allegation made by Merrill against its former broker defamatory in a recent decision.
November 30, 2021
DOL Unit Recovered $2.4B for Retirement Plans, Savers in 2021In fiscal 2021, EBSA closed 1,072 civil investigations, with 741 of those investigations resulting in monetary penalties.