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Envestnet Stockholders Approve Bain Acquisition

Sep 25, 2024

More than 99% of stockholders agreed to the deal, which valued the technology giant to advisors at $4.5 billion.

Interest Rate Cuts Don't Spell Doom for Private Credit

Sep 25, 2024

The impact lower rates are likely to have on private credit funds goes beyond an expected decline in yields.

Osaic’s Jamie Price on B/D Integrations, Advisor Attrition

Sep 25, 2024

In a WealthManagement.com interview, Price also said he didn’t expect PE backer Reverence Capital to sell a majority stake in Osaic “any time soon.”

401(k) Real Talk Episode 123: September 25, 2024

Sep 25, 2024

Open, honest and candid discussion about retirement plan assets, Fidelity's crackdown on credential sharing, Commonwealth's new PEP and more.

Merrill, Harvest Volatility Management Pay $9.3M to Settle SEC Charges Over Excess Fees

Sep 25, 2024

The two firms are in hot water over sales of Harvest’s “Iron Condor” strategy that resulted in $5 million in excess management fees and commissions.

Vestmark Partners with BlackRock on Custom Model Portfolios

Sep 25, 2024

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

CIA Veteran Brings Geopolitical Intelligence to Wealth Management

Sep 24, 2024

TAG Intel is led by Jack Devine, a 32-year veteran of the CIA, who aims to democratize the information he’s been bringing to global corporate clients since 2000.

Altruist Adds Digital Fixed Income Trading to Platform

Sep 24, 2024

The RIA custodian partnered with fixed income tech startup Moment to power the new features.

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News

Wealth Management industry news covering the financial markets, trends and wealth professionals. Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter. Join today.

Wealth Management industry news covering the financial markets, trends and wealth professionals.
Stay up to date with Wealth Management news and trends through our free Morning Memo e-newsletter.
Join today.