Plan sponsors that focus on health and wealth are often more likely to implement other benefits that they would not have been considered before, including life insurance, supplemental health benefits, and executive and retiree medical and retirement benefits, Caldwell added.
To address the growing demand and interest in alternative investments, Envestnet announced the launch of professionally managed model portfolios featuring interval funds on its WealthTech platform.
The new AI layer will be deployed across Dynamic’s advisor network and virtual home office team, enabling deeper automation, personalization and insight generation across every function of the advisory business.