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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.

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.

Bitcoin Falls Below $64,000 As Losses Accelerate, Hits Lowest Levels Since October 2024

Bitcoin (BTC-USD) crashed over 13% on Thursday, sinking below $64,000 to touch its lowest levels since October 2024 as a steep sell-off accelerated.

Recent

The Trust Advisor

Estate Planning Strategies In An Interest Rate Cut Environment

Advisors should re-evaluate the use of Grantor Retained Annuity Trusts (GRATs), Charitable Lead Trusts (CLTs), intra-family loans, and IDGTs.

The Trust Advisor

The Benefit Of Trusts In Nevada

In a recent Nevada courtroom proceeding, the Murdoch family dynamic, reminiscent of HBO’s Succession, played out publicly.

TAMPs

GeoWealth Powers Goldman Sachs Asset Management UMA

Goldman Sachs Asset Management will partner with GeoWealth, RIAs and their chief investment officers to build open-architecture custom models that reflect RIA’s views and selections.

TAMPs

Envestnet Launches Customizable Options Strategy, Helping Investors Harvest the Volatility Risk Premium and Mitigate the Risk of Concentrated Stock Positions

Developed by Envestnet's quantitative asset management unit, the new strategy offers investors three options-based hedging solutions that can help generate income from and/or mitigate the risk of a concentrated position while spreading out taxable gains over a multi-year time span

BlackRock Brings Preqin Into Aladdin Private Markets

Featured

How Envestnet Is Building the Operating System for Modern Wealth Management

RIA Innovations: Building Independence Without the Learning Curve

Bitcoin Falls Below $64,000 As Losses Accelerate, Hits Lowest Levels Since October 2024

Recent

Estate Planning Strategies In An Interest Rate Cut Environment

The Benefit Of Trusts In Nevada

GeoWealth Powers Goldman Sachs Asset Management UMA

Envestnet Launches Customizable Options Strategy, Helping Investors Harvest the Volatility Risk Premium and Mitigate the Risk of Concentrated Stock Positions

Popular

Karyna Shuliak Was Set To Inherit Epstein's Infamous Island, Massive Diamond Ring And $50 Million. Who Is She?

Ray Dalio Warns The World Is ‘On The Brink’ Of A Capital War

Michael Burry Warns Of Cascading Effects From Bitcoin Plunge

White House Moves On Clarity Act; Cathie Wood Boosts Crypto Stance

Hugh Jackman ‘Prepared To Take The Risk’ By Planning To Marry Sutton Foster Without A Prenup In Place