Advocates see lower-cost transactions and greater access to the financial system, but critics worry about privacy.

Accurate participant data is a valuable asset to many retirement plan providers.

The IUL marketing insurance companies sell the agents, who in turn, sell the public, doesn’t sit well with me.

Robert DeChellis and Frank Porcelli have launched Bonsai to focus on an asset/liability approach and broader access to insurance, annuities and business valuation tools; execs plan to start with a handful of acquisitions of sub–$1 billion firms.

I’ve never once received a donation from a DAF. People in my line of work rarely attempt to approach DAFs because they’re perceived as a dead end.