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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.
RIA Innovations: Building Independence Without the Learning Curve
RIA Innovations CEO Nelly Mubashi built her platform solving challenges she faced on leaving UBS—now advisors can skip the learning curve entirely.
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Investing legend James Simons steps down as chairman of Renaissance Technologies
Legendary investor James Simons has stepped down as chairman at his secretive hedge fund Renaissance Technologies.
Lawsuit Says Provider Used Plan to Promote Its Own Funds
Associated Banc-Corp is also accused of allowing the plan to pay excessive recordkeeping fees to its subsidiary.
Bob Doll: No Big Shift In Washington, Bright Skies Overseas
Bob Doll at Nuveen is famous for his annual predictions. This year he sees good things for the economy, but maybe not for stocks. Here's the list.
Bank of America: Bitcoin Is The Mother Of All Bubbles
BofA cited the froth in cryptocurrency prices as yet another example of “increasingly speculative” investing behavior. No crash yet but unsustainable.