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Technology
Three advisor technology leaders to collaborate on retirement software
Former eMoney founder and CEO Edmond Walters will lead Apprise Labs, as the venture is called, with collaboration from Envestnet and PIEtech.
Jackson and RetireUp partner on annuity illustration tool for advisors
RetireUp’s algorithms were chosen to power Jackson National’s wizard after RetireUp participated in a Jackson “Hothouse competition,” a “creative problem-solving methodology” that encourages teamwork, innovation and agility.
Annuities, RIAs and ‘Cargo Cult’ Thinking
Brighthouse Financial's Shield structured annuity joins products from Allianz Life, Jackson National and Global Atlantic on the Envestnet Insurance Exchange, where annuity issuers hope to engage registered investment advisors....
BlackRock to acquire almost 5% of Envestnet
The partnership calls for BlackRock, Inc., to acquire a 4.9% equity stake in Envestnet by purchasing about 2.36 million shares of Envestnet common stock for about $122.8 million.
‘Auto-Portability’ Gets Closer to Reality
After five years of pitching their idea for automatically moving assets from one 401(k) plan to the next when a worker changes jobs, Retirement Clearinghouse this week received the...
‘Roll-in’ specialist exceeds $4 billion in account consolidations
Retirement Clearinghouse works with plan sponsors, record-keepers, and participants to complete assisted rollovers, automatic rollovers, and both assisted and automatic roll-ins.
Brighthouse makes it easier for advisors to sell its annuities
'This can help firms without a fixed suitability process in place, allowing them to add fixed and income products to their shelves,' said Myles Lambert, chief distribution and marketing...
Jackson joins Envestnet Insurance Exchange
Envestnet will be offering a service called Guidance Desk that will allow unlicensed RIAs access to the consulting and fiduciary services that would enable them to use the Insurance...
iPipeline announces annuity distribution partnership
Under the alliance, BCS Insurance Agency will offer fixed and indexed annuities through Four Seasons Financial Group using iPipeline's 'SimplyAnnuity' tool.
Cannex Launches Annuity Comparison Tools
Advisors, brokerages, IMOs and insurers will be able to use the Toronto-based data company's new analytics to make apples-to-apples comparisons of variable and fixed indexed annuity contracts and their...
JourneyGuide: A New Income Planning Tool from Ash Brokerage
'We’re targeting a ‘soft launch’ in early November... followed with an official market release about a month later,” said Derek Trimble, CEO of JourneyGuide, a spin-off from Fort Wayne,...
