Fred Barstein, contributing editor to WealthManagement.com's RPA channel, invites retirement industry thought leaders to answer three probing questions on critical issues, providing an open, honest and candid dialogue. This week we host Saumen Chattppadhyay, CIO at OneDigital, one of DC's largest consulting firms, asking: What are you seeing with sponsor, advisor and in-plan retirement…

For financial advisors, having a growth partner is essential to achieving sustainable success and scaling their business. The right partner can provide strategic insight and improve an advisor's operational efficiency and client service capabilities. Through strategic partnerships, advisors can enter new markets and opportunities more effectively, better manage risks and stay ahead of industry trends,…

Discover the keys to unlocking success in fixed income markets in the landscape of 2024. In this exclusive webinar event, we'll delve into the nuances of identifying return opportunities, managing risks and integrating fixed income strategies into portfolios of customers. Whether you're navigating anticipated interest rate fluctuations or looking to capitalize on trends, our expert…

in March, announced Raymond James that CFO Paul Shoukry would succeed Paul Reilly as CEO in fiscal 2025, with Reilly remaining on the board of directors as executive chairman. That prompted a number of top executive shakeups, including the firm naming current chief accounting officer Butch Oorlog as Shoukry's replacement as CFO this week. The…

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Sponsored by As the financial industry prepares for an impending wave of retiring financial professionals, it becomes increasingly imperative to engage younger audiences and cultivate a new generation of financial professionals. A way to do this? Start meeting the next generation where they are. That's exactly what Axtella – a network of firms based in…

Sponsored by With the rise of millennials and Gen Z in the financial industry, the traditional “door-knocking” approach to reaching investors is outdated. This shift away from traditional service tactics presents opportunities for the industry to connect with a new generation of customers in more meaningful ways. Axtella's network of firms – including their independent…

(Bloomberg) — Envestnet Inc., a provider of wealth management software, is attracting buyout interest from buyers including Advent International and GTCR, according to people familiar with the matter. Private equity firms are among suitors who have expressed interest in a deal, said the people, who asked not to be identified discussing confidential information. Berwyn, Pennsylvania-based…

(Bloomberg) — Many in the crypto market believe a key change has been made in some applications to propose Spot Ether Exchange Traded Funds it will be good for the Ethereum blockchain, putting the future ETF products themselves at a disadvantage. Issuers including Fidelity Investments and Ark Investment Management have scrapped plans to “put shares”…

When it comes to charitable giving, I'm pleased to say that the pace of change has accelerated. And that's one thing in life that I don't mind if it keeps growing. It took me the first three decades of my career to help raise $1 billion in charitable giving. But I've done almost as much…