Apprise Labs, a joint venture between eMoney founder Edmond Walters, Envestnet | MoneyGuide President Tony Leal and Envestnet, is open for business, even as planners and clients craft 'panic wills' and reworked legacy plans.
Cyber criminals are using the heightened fear around COVID-19 as a way to create scams that appear legitimate and urgent. Here's how to combat them.
While nearly eight in 10 donors expect to maintain or increase their charitable giving this year, nearly half of recent volunteers plan to decrease the amount of time they volunteer or stop it altogether due to social distancing guidelines...
LPL has hired Aneri Jambusaria as its new head of strategy, replacing Dimple Shah, who left the company last summer.
Here’s what the new legislation could mean for your philanthropic clients.
Two offerings from American Century -- one focused on growth, the other on value -- begin trading Thursday.
The Fed’s pledge last week to buy investment-grade credit and certain ETFs helped halt the slide in mutual fund net-asset values and sparked a rally in higher-rated debt.
J.D. Power's annual survey of full-service wealth management firms took place before the market's recent volatility.
Christopher P. Woehrle discusses the implications of a recent case.
