“Consolidation of assets has been one of the leading value propositions of what we’re doing, because if we can clean up a client’s financial closet,
“Everyone wants to be the next Amazon, but the reality of what we want to do is bring together capabilities where Morningstar research and IP
“It’s good to be the king.” — Mel Brooks, History of the World, Part I Does the $500 million deal to buy MoneyGuidePro make Envestnet
Why should companies try to improve their employee’s well-being? How can financial wellness programs improve employee morale, lower stress levels and increase engagement? Do employees
What’s the best way to get financial planning functionality into the hands of more advisors? Standalone applications, like MoneyGuide Pro and eMoney Advisor, or “lite”financial planning
If there is one other thing that Aaron Klein does well, besides building a successful software company, it’s running a conference. Last year’s client conference
Financial planning software is dead. Long live financial planning software! Everyone knows if you want to create financial plans you need a financial planning application
Craig’s Note: When we published our first FinPlan Shootout back in 2015, we had no idea that it would become our most popular post of all time
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