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Flexible Plan: Don't Pine For Perfection

The Perfect Timer believes that active investment is about selling at the “top” and then buying back in at the “bottom,” then repeating the process as often as possible. If you don’t sell at the top, they say, you’ve lost them money.

Will Bain Take Envestnet Out?

If the negotiations conclude successfully, a deal with Bain could be announced as soon as this week and would value Envestnet at close to its current stock price.

GeoWealth And BlackRock Team Up On Custom Portfolio Models

Some of the first custom models to be available on GeoWealth’s platform are expected to include private market strategies alongside ETFs and mutual funds. That offering will provide advisors with a streamlined and scalable solution that combines public and private markets in one portfolio.

Amplify Hires Chief Growth Officer

In her new role, Lewin will oversee Amplify’s sales and marketing teams and advise on product and market development initiatives, according to the company’s website.