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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
Oppenheimer’s Stoltzfus New Top S&P 500 Bull With 7,100 Target
The S&P 500 (^GSPC) will extend its record-setting rally to 7,100 by the end of next year amid a strong economy, according to Oppenheimer Asset Mgmt.
Working In An Office Is Just About 'Looking Busy': Readers Weigh In On The Workplace Battle Of 2025
Nearly 8 in 10 CEOs are on board with the mandate to bring workers back to the office, and some are willing to cut you loose if you don't comply.
Allianz, Amundi Stop Talks Over Combining Asset Management Businesses
Allianz and Amundi have paused discussions about combining their asset management businesses into a European investment giant.
Trump Says He Will Not Try To Replace Fed's Powell
U.S. President-elect Donald Trump said in an interview aired on Sunday he will not try to replace Federal Reserve Chair Jerome Powell.