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...
Under the alliance, BCS Insurance Agency will offer fixed and indexed annuities through Four Seasons Financial Group using iPipeline's 'SimplyAnnuity' tool.
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...
'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,...