Research shows ‘synchronization’ can impact the markets, but the impact of the eclipse is less clear On Aug. 21, the moon will block the sun in its path across the United States, giving viewers in a 70-mile wide strip between Oregon and South Carolina an unprecedented view. (Watch a video created by NASA data visualizer Ernie Wright tracing the path of the eclipse.) For the investors who live in that path, it’s an exciting time, and in some cases lucrative. Airbnb reports that 40,000 homes in...

NaviPlan users can pull data directly from Envestnet’s wealth management platform Advicent announced Monday that it is integrating with Envestnet to offer its NaviPlan financial planning software through Envestnet’s wealth management platform. Advicent’s NaviPlan users will be able to pull client demographic, investment account and portfolio data from Envestnet’s platform into the financial plans they’re building for clients. Complete your profile to continue reading and get FREE access to...

Integration will make onboarding, form completion easier To keep up with the onboarding experience offered by robo-advisors, Orion announced on Thursday that it is integrating with form automation provider Quik to streamline custodial and custom form processing. Advisors using Orion’s platform will be able to convert electronic or paper documents to a secure web form. The form can then be populated with firm or client data pulled from Orion’s platform. Advisors can upload their own custom...

Economic growth will be driven by strong corporate profits, pro-growth moves in Washington Stock market growth in the U.S. and globally tracked overall growth, according to Chris Hyzy, chief investment officer for Bank of America Global Wealth & Investment Management. Hyzy said in a midyear video update on the economy, markets and Washington that the markets’ focus on corporate profits drove growth in the first half of the year. (Related: How to Spot a Bull or Bear Market) “Our view is that...

CIO will lead Cetera’s technology efforts to meet ‘advice-centric’ objectives Cetera announced on Tuesday that it has appointed Michael Ragunas as chief information officer to help the organization develop and implement technology across all its lines of business. Cetera Financial Group comprises several firms: Cetera Advisors, Cetera Advisor Networks, Cetera Financial Institutions, Cetera Financial Specialists, First Allied Securities, Girard Securities and Summit Brokerage Services. Ragunas...