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How to NOT get followed home: Protecting yourself from Houston s newest crime crews “Now that we know what’s going on, there’s got to be a new us when we go out,” said Tony Leal, president of PPI Security and retired chief of the Texas Rangers. Author: Lauren Talarico Updated: 10:23 PM CDT May 25, 2021 HOUSTON The Houston Police Department is reporting an uptick in violent crimes where thieves are staking out victims at upscale businesses, following them home or to other locations and then robbing them. “Now that we know what’s going on, there’s got to be a new us when we go out,” said Tony Leal, president of PPI Security and retired chief of the Texas Rangers. ....
3 ways APIs are changing your wealthtech tools Some of the biggest names in financial services are building the wealthtech equivalents of Uber right now, and they’re using APIs to do it. April 26, 2021 3 MINS You might not realize it, but you probably use APIs every day, whether you’re checking the weather forecast on your phone or managing the financial lives of your clients. And you’re about to use them even more. “API” isn’t just another three-letter acronym in our industry. It is our future. It’s the key to the exciting advances and wealthtech platforms already underway. Fortunately, you don’t need to be a software engineer to understand how this technology is solving problems advisers are facing right now. ....
Envestnet | MoneyGuide and Oyster Consulting Collaborate to Help More Firms, Advisors Offer Financial Planning Services News provided by Share this article Share this article RICHMOND, Va., April 20, 2021 /PRNewswire/ Envestnet | MoneyGuide today announced a partnership with Oyster Consulting to offer paraplanning services to mutual clients. The collaboration aims to empower more financial advisors to cost-effectively initiate, scale and deepen financial planning relationships with clients. More than ever, clients are leaning on advisors to provide peace of mind and holistic advice in addition to portfolio strategies, said Tony Leal, President of Envestnet | MoneyGuide. For advisors who already offer financial planning services, the financial plan proves its value again and again during these types of conversations. Our partnership with Oyster Consulting can enable more firms – especially those that haven t traditionally offered planning, and/or tho ....
Envestnet Enhances Client Portal Experience with Acquisition of Technology Solutions from Apprise Labs - Technologies to Power a New Intelligently Connected Client Portal Experience - MoneyGuide unveils Wealth Studios, Offering Cash Flow and Estate Planning News provided by Share this article Share this article CHICAGO, March 16, 2021 /PRNewswire/ Envestnet (NYSE: ENV) announced today it has acquired technology from Apprise Labs to advance Envestnet s roadmap to deliver a reimagined client portal experience that will focus on helping clients achieve financial wellness through deeper connections with their advisors. The deal also includes the acquisition of cash flow planning and advanced estate planning solutions that will enhance Envestnet | MoneyGuide s robust financial planning ecosystem. ....
Envestnet Exits JV, Leaving With Apprise Labs' Estate Planning Tech wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.