Brighthouse The Latest Insurer To Join The Envestnet Exchange
Brighthouse joins other insurers such as Allianz, Jackson National and Global Atlantic on the Envestnet exchange. The platform is designed to help advisors from a need-specific versus a product-specific perspective, so as to steer client discussions toward protecting income and then searching for a solution via software.Read more
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Annuity News
Brighthouse The Latest Insurer To Join The Envestnet Exchange
Brighthouse joins other insurers such as Allianz, Jackson National and Global Atlantic on the Envestnet exchange. The platform is designed to help advisors from a need-specific versus a product-specific perspective, so as to steer client discussions toward protecting income and then searching for a solution via software.
INN Exclusives
White Gloves Workshops Hires Former NPC CEO John Johnson
White Glove Workshops, a digital marketing company specializing in planning, promoting and managing educational seminars for professionals in the finance, insurance, real estate and legal industries, has hired former National Planning Corporation CEO and president John C. Johnson.
INN Insider
New York Team With $500 Million In AUM Joins Commonwealth
A Syracuse, N.Y.- based advisory team managing more than $500 million in client assets have left Cadaret, Grant& Co. to join Commonwealth Financial Network. Michael Roberts Associates, which includes advisors Neil Hoyt, Rachel Roney, Jeffrey Klein, Sonnet Loftus and Paul Ahrens, serves some 1,500 clients around the country. In the FINRA matter, the firm agreed to pay…
