Subscribe

Envestnet launches annuities on MoneyGuide platform

envestnet-interior-chicago

MoneyGuide users are now able to model various annuity strategies to identify and act on income gaps their clients may face

Advisers using Envestnet MoneyGuide now have the option to access a range of annuities from carriers while working with clients to build financial plans. 

Beginning Tuesday, advisers on the MoneyGuide platform can create a plan for a client using various different annuity strategies to ident

Subscribe or log in to read the rest of this content.

Related Topics: , , ,

Learn more about reprints and licensing for this article.

Recent Articles by Author

Geeta Aiyer is an ESG pioneer and a DEI champion

Geeta Aiyer has dedicated her career and personal passion to using finance to support social good via ESG and impact investing.

3 keys to capturing Gen XYZ clients

Gen XYZ investors have been the most likely to drop their financial professionals during the pandemic, according to Fidelity Institutional research.

Acorns to launch custom portfolios in push toward active investing

Active engagement is part of the fintech’s larger mission to incentivize healthy investing behaviors that align with customers' best interest, according to CEO Noah Kerner.

In search of adviser tech’s holy grail

An ecosystem is emerging whose ultimate goal is to increase advisers’ wallet share by enabling them to unify a client’s entire financial world onto a single platform.

Robinhood launches 24/7 phone support

The free trading platform rolled out round the clock customer service following a recruiting spree of financial advisers turned customer service reps.

X

Subscribe and Save 60%

Premium Access
Print + Digital

Learn more
Subscribe to Print