Generation X Is Worried That Social Security Won’t Survive
Survey finds Americans born between 1965 and 1980 are concerned that government benefits won’t be there to support them in retirement.
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Envestnet Doubling Down on the Convergence of Wealth, Retirement at Work
Envestnet co-founder and CEO Bill Crager describes how the company is investing heavily to assist advisors deal with retirement from all sides.
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Technology Trends with Molly Weiss
AI's certainly a hot topic, but Envestnet is focused less on ChatGPT and more on how data insights can help advisors run their businesses, says Envestnet's chief product officer.
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Is It Private Credit's Time to Shine?
Private debt can offer certain clients safe harbor in stormy markets.
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ChatGPT, Amazon, TikTok Are Coming for RPAs
401(k) advisors and providers have yet to realize their real competition for plan participants.
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Celebrity Estates: Kylie Jenner and Succession Planning for Business Owners
The majority of Kylie Jenner's wealth comes from the sale of 51% of her cosmetics company for $600 million.
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10 Must Reads for Real Estate Investors (May 15, 2023)
Many companies have turned to hot desking as they reduce office space, but many employees hate it, according to report from The Wall Street Journal. Vornado Realty may be on the brink of defaulting on $2.6 billion in loans, according to The Real Deal. These are among the must reads from around the real estate investment world to kick off the week.
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Real Estate Private Investment Alts Navigate Choppy Waters
IPA’s Anya Coverman talks redemption requests, regulatory pressures and growth outlook for non-traded REITs, BDCs, interval funds and other vehicles.
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RIAs Are Dropping the Ball on Marketing and Referrals
A decade-long market of ever-rising asset prices has led many to overlook the need to formalize business development. In a more-challenging growth environment, as much as 5% of revenue should be spent on marketing and sales, according to speakers at DeVoe & Co.’s annual conference.
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Envestnet Launches Firm's First ETFs
Advisors on the Envestnet platform use allocation models, company executives say. Building ETFs that combine passive investments with active management for those models is the next logical step.
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Envestnet Launches Firm's First ETFs
Advisors on the Envestnet platform use allocation models, company executives say. Building ETFs that combine passive investments with active management for those models is the next logical step.
Read More -
Envestnet Launches Firm's First ETFs
Advisors on the Envestnet platform use allocation models, company executives say. Building ETFs that combine passive investments with active management for those models is the next logical step.
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More Nonprofits Are Accepting Digital Assets
Despite crypto-winter, crypto giving trends may recover.
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More Nonprofits Are Accepting Digital Assets
Despite crypto-winter, crypto giving trends may recover.
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More Nonprofits Are Accepting Digital Assets
Despite crypto-winter, crypto giving trends may recover.
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Embracing a Holistic Financial Ecosystem
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
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Embracing a Holistic Financial Ecosystem
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
Read More -
Embracing a Holistic Financial Ecosystem
Envestnet CEO Bill Crager discusses the importance of integrating data, generating insights and leveraging technology to offer a seamless financial management experience for clients.
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Fake Billionaire Hedge Fund Manager Ran Ponzi Scam, US Says
Phillip Galles, 57, was charged with a single count of wire fraud for allegedly stealing more than $2 million from victims whose money he falsely claimed he was investing in commodity futures.
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Fake Billionaire Hedge Fund Manager Ran Ponzi Scam, US Says
Phillip Galles, 57, was charged with a single count of wire fraud for allegedly stealing more than $2 million from victims whose money he falsely claimed he was investing in commodity futures.
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