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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.

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Companies

A Strategic Leadership Shift At LPL Financial

LPL Financial has appointed Marc Cohen as managing director of business strategy and innovation, marking a strategic leadership shift at the firm.

Washington Wire

Gundlach Urges America To Reign In Its Borrowing Spree

Jeffrey Gundlach, founder of DoubleLine Capital, urges America to rein in its borrowing spree before it triggers a financial catastrophe.

TAMPs

Adhesion: 7 Key Factors For Advisors Seeking the Ideal Enterprise RIA

Ensure that the firm’s philosophy resonates with your professional aspirations. Consider factors like independence, product autonomy, professional resources, and payout grid flexibility.

TAMPs

SEI Acquires LifeYield To Boost UMH Capabilities

Through this acquisition, SEI will be the first in the industry to provide real-time, automated unified managed household (UMH) capabilities in a cost-effective, fully bundled overlay solution, providing the industry with the ability to look across all account registrations and implement a holistic financial plan to best optimize after-tax returns.

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

A Strategic Leadership Shift At LPL Financial

Gundlach Urges America To Reign In Its Borrowing Spree

Adhesion: 7 Key Factors For Advisors Seeking the Ideal Enterprise RIA

SEI Acquires LifeYield To Boost UMH Capabilities

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