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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.

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.

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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FundFocus

S&P 500 Seen Reaching 6,600 Next Year By Strategists At RBC, Barclays

Two more Wall Street strategists are projecting the bull market in US stocks will roll on in 2025.

TAMPs

Orion: What Gary Gensler’s Resignation Means for Financial Regulation

SEC Chair Gary Gensler will step down on January 20, marking the end of a highly consequential tenure. His resignation opens the door for President-elect Donald Trump to appoint a new SEC chair, bringing the potential for significant shifts in financial regulation, particularly in the realms of traditional finance and cryptocurrencies.

TAMPs

UX Wealth: Why Market Forecasts Are Too Often Wrong

Recent evaluations of prominent market forecasts from 2020 to 2023 reveal a stark reality: many predictions failed to align with actual market outcomes, often by significant margins. It's like trying to herd cats—nearly impossible and a bit chaotic.