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Envestnet MoneyGuide President Tony Leal discusses how 'embedded finance' will push the concept of financial planning far wider in the future—bringing both competition, and opportunity, to financial advisors.
MassMutual is debuting a crypto platform for RIAs, called Flourish Crypto, with third-party integrations to services from eMoney Advisor, Orion and Envestnet.
Crypto is risky, but the integration will unlock greater transparency into its diversification and correlation characteristics, says Riskalyze CEO Aaron Klein.