Featured
How Envestnet Is Building the Operating System for Modern Wealth Management
Envestnet has evolved from a TAMP to an open, configurable, unified ecosystem, merging investment management, tax optimization, data intelligence.
Black Diamond: The TAMP Revolution’s Next Phase Is Personalization at Scale
Kyle Fleming of Black Diamond explains how the TAMP revolution’s next phase gives advisors personalization at scale without sacrificing control.
Recent
Jury finds Platinum Partners founder guilty in fraud trial
Mark Nordlicht, the founder of defunct hedge fund firm Platinum Partners, was found guilty on Tuesday of defrauding bondholders.
Banks should shine among S&P 500 stocks this earnings season
Analysts expect banks to be one of the brighter areas of the stock market during an overall dismal earnings season.
JPMorgan says bond-market rally faces risk of ‘tantrum’ like 2013 and 2016
Complacent investors may see bond markets stage a tantrum that could bring back memories of volatility flare-ups from the last few years.
What Work Martyrs Reveal About Employee Engagement
Businesses thrive on the dedication of their employees, but “work martyrs” may be doing more harm in the long run.