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At Your Discretion: The Increasing Adoption Of Model Portfolios - Advisors Are Grappling With How They Add Value And Whether They Should Continue Managing Client Assets Within Their Practices - Aite Group Date 12/05/2021 Advisors today have access to an increasing number of investment solutions, including delegating client portfolio management to third-party asset managers and investment teams within broker-dealers. The challenge for the wealth management marketplace is in developing an investment process and model portfolios that meet or exceed advisor expectations and clients’ needs,...

/PRNewswire/ -- Payactiv, Inc, a leading provider of financial-empowerment services for wage earners, wins multiple Stevie® Awards at the 2021 American...

Confluence And J.P. Morgan Expand Partnership, Integrating Additional Asset Coverage Into Delta Risk And Performance Platform Date 05/05/2021 Confluence Technologies, Inc. (“Confluence”), a global technology solutions provider delivering innovative products to the worldwide money management industry, and J.P. Morgan (NYSE: JPM) today announced a new development in their partnership to deliver a multi-asset portfolio analytics solution. At the start of Q3 2021, Delta, Confluence’s risk and performance solution will have expanded coverage powered by J.P. Morgan’s proprietary ana...

Advicent's financial planning capabilities will complement InvestCloud's existing warehouse of wealth management applications.

Share: Identity Theft doubled from 2019 to 2020, according to the FTC. They received 1.4 million reports in 2020, many of them related to highjacked stimulus checks.  With the IRS issuing 156 million payments and the push for recurring payments until the pandemic is declared over, 2021 is likely to be even worse.  The Global Identity Theft Protection Services Market is expected to expand 13.06% due to the increasing cybercrime and identity theft.  nearly half of all consumers had experienced some type of identity theft already!  An April 7th, 2021 ITRC Analysis concludes that “The numbe...