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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.
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.
Recent
Robinhood Rampage Raises Biden Regulatory Rhetoric
Outcry over “market manipulation” gives Liz Warren and other opponents of the Wall Street status quo all the firepower they need to chastise us all.
Well, Janet Yellen Got $810,000 to Give Speeches at One of the Firms in the GameStop Mess
What’s the use of having a treasury secretary who has to be recused or excused from discussions of half the firms on Wall Street?
Jared Kushner nominated for Nobel peace prize
Kushner and his deputy Avi Berkowitz join Greta Thunberg and Alexei Navalny on the nominations list.
Bernie Sanders Hits Back At Billionaire Investor Complaining About ‘Bullsh*t’ Tax Hikes
Sanders has hit back at a billionaire investor who went viral after complaining about possible new tax hikes targeting Wall Street investors.