Featured
How Envestnet Is Building the Operating System for Modern Wealth Management
Envestnet has evolved from a TAMP to an open, configurable, unified ecosystem, merging investment management, tax optimization, data intelligence.
RIA Innovations: Building Independence Without the Learning Curve
RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.
Recent
Insurance Industry Racks Up 5th Straight Quarter of Surging Life Sales: LIMRA
Total U.S. life insurance new annualized premium increased 17% in the first quarter 2022.
Twenty-Three People Charged in Massive Life Insurance Scam
Federal grand jury in Chicago has charged 23 people with participating in an insurance fraud scheme that allegedly bilked 10 life insurance carriers.
Southern Fidelity Insurance Deemed Insolvent; Fourth Floridian Policy Writer to go Under This Year
Southern Fidelity Insurance, policyholder for more than 80,000 Floridians, is the latest firm to be deemed insolvent since February.
Widow of Chadwick Boseman to Split Millions From Actor’s Estate with His Parents
*The wife and parents of late actor Chadwick Boseman will split over $230,000 in residuals that his estate has pulled in since his passing.