Edelman Financial Engines' lawsuit against Mariner Wealth will continue as planned after a federal judge denied the latter firm's request to dismiss the suit. Mariner wanted to stay in the Kansas-based lawsuit, arguing that a pause would avoid the possibility of “inconsistent results” between litigation and arbitration that Edelman filed against several former advisers who…

Change happens slowly, even incrementally, in the complex 401(k) ecosystem because there are several different groups each with different vested interests and at different levels of development. But that's about to change as small and mid-sized plan sponsors are waking up not only to the realities of defined contribution plans, but also to their possibilities,…

Carolyn Armitage, who was was terminated from her role as head of Thrivent's advisor network in July, launched its own consulting firm aimed at helping wealth management CEOs with strategic planning and executive leadership skills. State of Minnesota recently banned non-compete agreementsso Thrivent sent Armitage an email, saying the company would no longer implement it….

Sponsored by AdvisorEngine made a big splash at the T3 conference by unveiling a groundbreaking integration with Schwab's iRebal® platform and being the first to be incorporated into Schwab's digital account opening process. Rich Cancro, CEO of AdvisorEngine also teases new platform improvements coming in 2024. Source link

Bloomberg ) — It was greenery OR washing the greenery? That's the question the ESG world is asking behind JPMorgan Asset Management and State Street Global Advisors OFF TO of the world the largest group of investors designed to combat climate change. Connected: BlackRock's ESG fund business is growing despite GOP attacks One interpretation of…

house » pour in » Bitcoin Historical Annual Returns (10 years, 5 years, 3 years, 1 year) Explore the fascinating journey of Bitcoin from its beginnings to its last levels and learn about its impressive historical returns. Whether you're a seasoned investor or new to cryptocurrency, this article provides insight into Bitcoin's milestones and how…

In this highly detailed and engaging episode, BUNKR co-founder and CEO Kurt Long talks about the evolution of the wealth management space and how the advisor-client relationship is becoming closer as clients are demanding more intimacy, commitment, focus personal and immediate communication. . This trend is a great opportunity for advisors to be at the…

I joined Ensemble in 2008 when it was a founding model. In 2014, a small group of employees bought out the founder. It was that transition that allowed us to start focusing on our technology group. With the founder model, they are used to doing things their way. We were paper based until then. We…

Departing from 14 years with Northwestern Mutual, David Eisenhauer has launched a new independent registered investment advisory firm in Danville, California. Acting as chief wealth strategist, Eisenhauer launched Greykasell Wealth Strategies along with an office manager (also his wife) and directors of investments and operations, all of whom joined him in the move. The team…

Van Eck Associates, the company behind it Social Sentiment ETF (BUZZ), will pay a $1.75 million civil penalty to settle charges that it failed to disclose a social media influencer's role in the ETF's launch. The SEC order does not name the influencer, but the internet celebrity and founder of Barstool Sports Dave Portnoy promoted…