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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.

Recent

TAMPs

Brookstone: How To Decode Third-Party Market Predictions For Your Clients

While Goldman predicts low returns for the coming decade, these low-return scenarios are rare and short-lived, typically driven by external events. Mark DiOrio emphasized the risk of missing market rallies by focusing too heavily on pessimistic forecasts. 

TAMPs

AssetMark: Managing Cash in a Declining Rate Environment

The levels of your clients’ cash holdings will likely go down… a little. 
In 2022, the average affluent client held 16.3% of their investable assets in cash and short -term investments. You’re unlikely to see much of a change in average affluent client’s cash levels. Why? Cash is an important allocation for most clients.

Companies

Citadel Defies Commodities Slump To Rack Up $4 Billion In Gains

Citadel is on track to defy a sluggish year for commodities trading across Wall Street, burnishing the fund’s image as a top force in the asset class.

FundFocus

S&P 500 Will Hit 6,666 In 2025 With Large-Cap Value Stocks Leading The Way: BofA

The stock market rally is far from over, according to Bank of America's equity and quantitative strategy team.

  • 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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