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How Envestnet Is Building the Operating System for Modern Wealth Management

by Madeline Garfinkle Contributor
Envestnet has evolved from a TAMP to an open, configurable, unified ecosystem, merging investment management, tax optimization, data intelligence.

Featured

BlackRock Brings Preqin Into Aladdin Private Markets

Aladdin, BlackRock’s investment management and risk platform, has integrated Preqin’s private markets data and technology into its eFront platform.

Bitcoin Price Rebounds To $67,000, Remains On Track For Worst Week Since 2022 Amid 'Fear And Fatigue'

Bitcoin (BTC-USD) climbed to nearly $67,000 on Friday after a continued decline overnight sent prices as low as $61,000 following a 13% plunge.

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.

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Events

How the Top Stock Fund Managers of 2024 Outwit Their Peers — and Their Big Bets for 2025

2024s 25% stock-market surge caught many strategists off guard. A select group of fund managers navigated the landscape with exceptional foresight.

ETF Innovators

BondBloxx’s XCCC ETF: A High-Yield Game-Changer for Financial Advisors

As financial markets evolve, the need for innovative fixed-income solutions becomes increasingly critical. BondBloxx emerges as a leader with its XCCC ETF, strategically targeting triple-C-rated bonds in a resilient high-yield market. Joanna Gallegos, Co-Founder and COO of BondBloxx, shares insights on how this exchange-traded fund (ETF) provides attractive yields and diversification while maintaining competitive pricing. By empowering financial advisors to rethink traditional fixed-income strategies, BondBloxx’s offerings help optimize portfolio construction and meet clients’ income needs, ultimately transforming the landscape of fixed-income investing.

Washington Wire

The Year That Wall Street Got Its Swagger Back

When Goldman Sachs CEO David Solomon got an invite to watch Donald Trump ring the opening bell at the Stock Exchange there was no question he would go

Washington Wire

Economists Closely Monitor Trump's Trade Plans With China

Economists closely monitor the unfolding scenario as Donald Trump's protectionist trade plans with China take shape.

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The Trust Advisor

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

FundFocus

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

Crypto4Advisors

Michael Burry Warns Of Cascading Effects From Bitcoin Plunge

FundFocus

The Tech Stock Free Fall Doesn’t Make Any Sense, BofA Says In Rebuke To Investors While Doubling Down On The Sector’s Longevity

Crypto4Advisors

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

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