The independent broker/dealer has expanded its partnership with Vestwell to launch a new pooled employer plan.

Ongoing efforts to consolidate and integrate tech at Envestnet continue; d1g1t adds billing and Vise new hire and new advisors.

A Massachusetts State Court judge said the harm to Glenn Frank’s career could be “particularly egregious” if the covenants were enforced.

Inspire Investing will pay $300,000 to settle allegations that its process did not support its claims of using a “data-driven” approach to biblically responsible investing.

A new survey from Wealth Enhancement Group found many people feel behind on retirement plans but aren’t doing enough to set and meet clear goals.

Advisors have been instituting these strategies for months as today’s 50bps interest rate cut had been widely anticipated.