The new offering for independent advisors is integrated with Redtail CRM.
Many believe this acquisition won’t reduce fintech competition and more players will offer financial planning software.
The purchase positions Envestnet as a leader in financial planning software.
Broker-dealers are rolling out tools to help advisors compete effectively.
The nation’s largest independent B-D improves its platform with better and faster services for its advisors.
Carolyn McClanahan, a planner and physician, is behind software that could revolutionize health and eldercare planning.
Three firms are bringing distinctly different custodian approaches to advisor technology.
New lead generation tools may help you convert prospects into clients.
Computing safe withdrawal rates … and more.
Integration is one of the biggest challenges.
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