Envestnet Acquires a 401(k) Marketplace, Pushing Deeper Into Retirement Space
What You Need to Know Envestnet purchased 401kplans.com to help advisors evaluate and select retirement plans. The purchase aligns with...
life insurance
Guiding Clients Through Social Media Misinformation
What You Need to Know Consumers ages 18-29 are more likely to get financial information through Instagram than through LinkedIn....
Explosion of Firm Models Poses a Human Capital Challenge
What You Need to Know One way to attract and retain advisors is by providing career paths — clear sequences...
Annuity Skeptics Show When Immediate Annuities Could Shine
De Jong and Robinson have presented their paper as a response to papers by researchers, such as David Blanchett and...
Marketing Whiz Samantha Russell Rallies Social Media Support in Medical Crisis
The Russells shared more of their experience via email with ThinkAdvisor this week. Samantha said she received more than 3,000...
Inflation Causing 'Major Damage' to Americans' Finances: Survey
What You Need to Know Thirty-six percent of respondents say they have reduced their savings because of inflation, and 21%...
New Bill Would Bar DOL From Constraining 401(k) Investments
ERISA attorney Fred Reish, partner at Faegre Drinker in Los Angeles, agrees. “Some legislators, attorneys and private sector businesses are...
7 Characteristics of Top Advisors Who've Successfully Moved Their Books
What You Need to Know These advisors truly understood their clients' needs and devised an optimal investment and financial planning...
The Top 10 Things Advisors Want Their RIA Firms to Learn
Advisors want to learn how to help protect clients against life, aging and investment risk. They seem to be less...
Joe Duran: How Advisors Can Rise Above the 'Sea of Sameness'
That is a big mistake, according to Duran, who pointed out: “We’re not doctors. There are a lot of people...
