Stay updated with breaking news from Kehrer bielan. Get real-time updates on events, politics, business, and more. Visit us for reliable news and exclusive interviews.
CUNA Mutual Group to Move Wealth Management Business to LPL wealthmanagement.com - get the latest breaking news, showbiz & celebrity photos, sport news & rumours, viral videos and top stories from wealthmanagement.com Daily Mail and Mail on Sunday newspapers.
Envestnet | MoneyGuide and Oyster Consulting Collaborate to Help More Firms, Advisors Offer Financial Planning Services News provided by Share this article Share this article RICHMOND, Va., April 20, 2021 /PRNewswire/ Envestnet | MoneyGuide today announced a partnership with Oyster Consulting to offer paraplanning services to mutual clients. The collaboration aims to empower more financial advisors to cost-effectively initiate, scale and deepen financial planning relationships with clients. More than ever, clients are leaning on advisors to provide peace of mind and holistic advice in addition to portfolio strategies, said Tony Leal, President of Envestnet | MoneyGuide. For advisors who already offer financial planning services, the financial plan proves its value again and again during these types of conversations. Our partnership with Oyster Consulting can enable more firms – especially those that haven t traditionally offered planning, and/or tho ....