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FEBRUARY 23, 2022

FeeX Has New Name And Focus And Raises $80 Million

Samuel Steinberger

Once strictly a direct-to-consumer fee comparison tool, the firm's new name is Pontera and it is serving advisors.

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Retirement

David Blanchette On The Search for Participant-Level Personalization

Ed McCarthy

“There’s a rising interest among both employers and participants to keep the money in the plan and create lifetime income.”

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Retirement

Reframing the Retirement Conversation

David Stone

The idea is not to have a huge pile of wealth that you hoard like a dragon from a storybook; it’s to live your best possible life and enjoy the hard-earned fruits of your labors.

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Podcasts

Celebrity Estates: Jay Leno and Planning for Classic Car Collections

David Lenok

Many clients have a passion for classic cars, but few know how to properly manage these valuable investments.

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Industry

Envestnet Weighs Options After Getting Takeover Interest

Matthew Monks and Crystal Tse (Bloomberg)

The Chicago-based company has recently been approached by at least one private equity firm interested in acquiring it.

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