Envestnet's Dani Fava: Embedded Investing Solution Coming This Year
By Jeff BermanThe fintech firm has been laying the groundwork to offer financial services in nonfinancial consumer apps.
May 12, 2022
Why Advisors Should Target Clients in Their 40s: CerulliMany investors become more reliant on their advisors once they reach their 50s, new research finds.
May 12, 2022
S&P Rating Method Update Could Ding Annuities: Hearing WitnessAn ACLI representative said the current proposal resembles Europe's Solvency II approach.
May 12, 2022
Alternatives for Firms With Private-Label DAFsMany firms and advisors realize their private-label DAF may not be ideal for all clients.
May 12, 2022
Stocks Jolted by Recession Fears in Rush for HavenThe main U.S. stock indexes have lost over $6 trillion since March 29, and Mark Mobius says the S&P 500 is "probably going to go lower."
May 12, 2022
Treasury Secretary Worries About Leverage at Life InsurersJanet Yellen says FSOC members are looking at their options.
May 12, 2022
New Bill Loosens Social Security Earnings RestrictionsThe Senior Citizens Inflation Relief Act increases the income young retirees can earn before their benefits are reduced.
May 12, 2022
House Passes Bill to Fund State Efforts to Protect Older InvestorsHouse also passed The Small Business Mergers, Acquisitions, Sales, and Brokerage Act.