Envestnet Partners With BlackRock, Fidelity, Others to Add Alts in Model Portfolios
By John ManganaroCo-CIO Dana D’Auria says the collaboration will help democratize access to alternatives investments at scale.
June 18, 2025
Trouble in Margaritaville: 7 Reasons Estate Plans Go AwryThe legal fight over Jimmy Buffett’s $275 million estate offers lessons for all of us.
June 17, 2025
Buy Other People's CompaniesMergers and acquisitions are the (sometimes bumpy) fast lane for financial professionals who want growth.
June 17, 2025
Will Longevity Disrupt Traditional Retirement?Well, yeah. But everything may work out well, if clients understand what's happening.
June 17, 2025
Tariffs Scare Some People Into ShoppingIf clients are looking for a better deal, why not offer them the better deal?
June 17, 2025
Can a Life Settlement be the Missing Link?Universal life policies and whole life policies have some similarities, but the differences matter.
June 17, 2025
One Move to Ensure ‘Pretty Good’ Lifetime Incomes: NBERWhile workplace retirement savers can opt into annuity investments, the picture brightens when that's automatic.
June 17, 2025
BDs Demand a Revamp of These FINRA RulesFINRA is conducting a broad review, and firms aren't mincing words on the changes they'd like to see.