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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

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.

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.

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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Washington Wire

Federal Reserve To Cut Rates By 25 bps On Dec. 18, Pause In January- Reuters Poll

The U.S. Federal Reserve will cut interest rates by 25 basis points on Dec. 18, according to 90% of economists polled by Reuters.

Advisor Wellness

Morgan Stanley Smith Barney To Pay $15M Penalty To Settle SEC Charges

Morgan Stanley Smith Barney will pay a $15 million penalty as part of a settlement with the SEC related to four financial advisers who stole millions.

TAMPs

Orion Appoints A Head Of Strategy: Expansion Ahead

Chris also serves as a trusted advisor and thought partner to the executive leadership team, facilitating effective decision-making and communication while overseeing special projects.

TAMPs

SMArtX Advisory Solutions Expands Manager Marketplace with 24 New Strategies from Eight Leading Asset Management Firms

The Leuthold Group and Third Avenue Management each come to the platform with a core strategy as well as international value and small cap value strategies, respectively. Allspring, Ativo, Fidelity, Janus Henderson, Morningstar and WestEnd Advisors also broadened their SMArtX offerings.

  • More Articles

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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?

Crypto4Advisors

Michael Burry Warns Of Cascading Effects From Bitcoin Plunge

FundFocus

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

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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