The deal would catapult Vestwell to serving as program manager for nearly $20 billion, with the acquisition adding about 800,000 participants and 17,000 small employers to its book of business.
William Neil "Doc" Gallagher courted victims with Bible-thumping zeal and loads of Texas charm.
In the tech world, integration will not only help you 'future-proof' your tech stack, but also help make any tech missteps easier to fix.
Listen to a particular client's needs rather than the noise in Washington, advisers said at the IN Retirement Income Summit.
Sustainable investing is expanding rapidly, and part of its evolution hinges on technological innovation.
The Canadian aggregator makes it first move into Michigan and shows no signs of slowing the rapid pace of its dealmaking.
Two tech platforms team up to launch a low-volatility cryptocurrency model portfolio for less adventurous investors in digital assets.
Her 'On Retirement' column was named the best business/finance blog in its size category by Editor & Publisher.
The Financial Fitness Act would provide resources for student borrowers on 'core personal finance concepts such as budgeting, saving and investing.'
Sponsorship is a necessary step for the financial services profession to become more diverse and inclusive to the next generation.
'I can't say it enough. Inflation is the key issue,' said Doll, who's chief investment officer at Crossmark Global Investments.
Numerous trade groups and other organizations have been flooding the court with briefs in support of Northwestern University, while at least one group of organizations is against it.
What started out as a networking group became a driver for changes that advocated for women in the industry.
A supply-demand imbalance has pushed energy sector stocks up 56% so far this year, while a natural gas ETF has spiked 110%.
The asset manager is expanding into private equity with the acquisition of Lexington, which is a big player in the booming secondaries market, which involves buying maturing portfolios from PE investors.
Covid-19 forced both businesses and consumers to go digital. Suddenly, services once reserved for high-net-worth clients could be profitably delivered to nearly every segment.
This year's awards recognized 13 winners in categories such as Advocate of the Year, Outstanding Leader of the Year and ESG Investment Manager of the Year.
Asset management is the ultimate meritocracy, and the sky is the limit for what a woman can achieve, even though it's a male-dominated industry.
Considering a move to the registered investment advisor channel? Whether you’re a wirehouse adviser or affiliated with a BD, here are four key questions to ask yourself.
The product, called OpenPEP, has customized investment options that can be used as the default.
