Through SecureSave’s platform, employees can receive matched contributions from their employer.
Once the deal closes, which is expected to occur within 30 days, the combined firm will have offices in 15 locations across the country.
Joel Bruckenstein, president of Technology Tools for Today and producer of the annual T3 conference, identifies some of the major themes of this year's event and shared some highlights from his latest adviser software survey.
Speaking at the Technology Tools for Today conference, SEI's Jeff Benfield tells guest host Ryan W. Neal about how his firm is using technology to drive personalization and shares a bit of what's coming on SEI's tech road map.
At the Technology Tools for Today conference, guest host Ryan W. Neal sits down with Dani Fava, head of strategic development at Envestnet, who talks about the most exciting startups she met with at the conference and the latest innovations coming out of Envestnet.
Franklin Templeton CEO Jenny Johnson joins guest host Ryan W. Neal to share her impressions of her first Technology Tools for Today conference, where she appeared in a fireside chat with T3 president Joel Bruckenstein discussing her firm's latest technology, as well as on a panel on increasing diversity in the industry.
Co-founder Daniel Pipitone allegedly fibbed about allowing purchases of meme stocks.
Rockefeller will serve as a plan’s ERISA section (3(38)) investment manager.
Sonnenfeld Financial Group is based in Minnesota and Lincoln Capital Inc. in San Diego.
The industry veteran formerly held posts at PaineWebber and Merrill Lynch.
