Featured
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
Jamie Dimon And Donald Trump Make It Official: They Won’t Be Joining Forces
President-elect Donald Trump and JPMorgan Chase (JPM) CEO Jamie Dimon made it clear Thursday they won’t be joining forces in government.
SEC Permanently Bars Financial Advisor From The Industry
The SEC has permanently barred advisor Sean Kane from the industry, alleging he impersonated and misled former clients after his termination.
Citigroup Facing US Probe Over Ties To Sanctioned Russian Billionaire
Citigroup facing US probe over ties to sanctioned Russian billionaire, Barron's reports.
Bridgewater Increased Bets On Banks Before Election-Driven Rally
Bridgewater added shares of big banks to its portfolio in the third quarter, securities filings showed, ahead of a presidential election rally.