Danielle Andrus
ThinkAdvisor
Denver, CO, United States
Contact Danielle
Discover and connect with journalists and influencers around the world, save time on email research, monitor the news, and more.
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Past articles by Danielle:
2 Social Security Trends to Watch Post-COVID
The Great Recession spurred more early claiming. Will the pandemic panic do the same? → Read More
Investors Embrace Taxable Accounts for Retirement Savings
Friends and family are influential in investment decisions especially for younger investors who have lower incomes and smaller balances than experienced investors. → Read More
How the pandemic is changing what retirement means to consumers: Survey
When activities are severely curtailed by a pandemic what do you do in retirement? → Read More
eMoney Goes Live With Advisor Marketing Platform
Advisor Branded Marketing lets advisors create targeted custom marketing plans. → Read More
DFA: What Clients Value Most in Their Advisors
While investors use emotion to measure the primary value received from their advisor, the most important attributes of that relationship are more practical, DFA found. → Read More
In Battle for AUM, Gen X Is Advisors’ Secret Weapon
The high-net-worth story is increasingly a Gen X story, according to Tony Stich of Advicent. → Read More
Envestnet to Acquire FolioDynamix
The deal will bring Envestnet’s total platform assets to nearly $2 trillion across 10 million investor accounts. → Read More
iCapital to Acquire Private Equity Platform From Deutsche Bank
The transfer of assets will grow iCapital's platform assets to $5 billion. → Read More
FSI Partners With Valuation Platform
Members will receive a discounted rate on the self-service platform to value their firms, benchmark their practice against peers' and find growth opportunities. → Read More
Orion Integrates With FutureVault
Orion Advisor Services announced Monday that it is integrating with FutureVault, a collaborative information management platform. → Read More
The 2017 Broker-Dealers of the Year Get Real on Tech
The broker-dealer leaders discuss which technology systems they can do without. → Read More
RMDs Drive IRA Withdrawal Decisions: EBRI
IRA owners aren’t dipping into their accounts unless they have to, EBRI found. → Read More
Advisors Need to Up Their Game on Client Reporting: SS&C
A survey by SS&C Technologies Holdings found that tech investment is lagging when it comes to reporting information to clients. → Read More
Fintech Is a Tool, Not an Obstacle, in Client Service
“In the new world of financial planning, value is derived from the ongoing dialogue as much as from the end product or plan,” Celent writes. → Read More
Fintech Will Change ‘Every Familiar Aspect’ of ETFs: PwC
Firms can’t stop the march of automation; instead, they should use it to their advantage, PwC says in a new report. → Read More
Financial Security Is Up, Despite Low Financial Literacy
Americans feel more financially secure than they did five years ago, despite financial literacy being low, according to a survey released by Financial Engines. → Read More
Crypto Performance 20x Higher Than Traditional Asset Classes
Bitcoin and other digital currencies outperformed traditional assets 20-fold in the second quarter, according to a report released Wednesday by CoinDesk. → Read More
RiXtrema Launches New Fiduciary Compliance Tool
RiXtrema has made updates to help advisors and broker-dealers monitor retirement plans for compliance with the Supreme Court’s Tibble v. Edison decision. → Read More
T3’s Joel Bruckenstein Honored With Leadership Award
Joel Bruckenstein, publisher of Technology Tools for Today (T3), was recognized Wednesday by Bob Veres for his contributions to the financial services industry. → Read More
Betterment Adds 2,500 Accounts With Uber Partnership
Since announcing a partnership with Uber last year, Betterment has added 2,500 new users, Bloomberg BNA reported. → Read More