Vestwell, Envestnet partner to create turnkey retirement plans
Record keeping will be done by Vestwell, investing by Envestnet
Vestwell, a New York-based digital record-keeping platform, and Chicago-based Envestnet are partnering to create a turnkey retirement plan solution, the companies said in a release.
Through the collaboration, advisers using Vestwell will be able to access Section 3(38) investment management servi
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