"Sue is a proven transformational leader who understands how to align people strategies with a growth-oriented culture," said Chris Todd, Chief Executive Officer of Envestnet. "As we continue to evolve our business and invest in our future, Sue's track record of fostering employee engagement, operational excellence, and cultural cohesion will help us scale with purpose. I am thrilled to welcome her to Envestnet's executive leadership team."
The new headquarters, with space for over 300 people, will bring more of Dynasty’s core team together in one location and position the firm for long-term growth. With a custom trading floor, a content studio, a training and meeting center, and the rooftop venue for special events, the new space will reflect how the firm works and collaborates. Additional amenities will include a team lounge, private dining area, and apartments for visiting partners.
Liquidating assets can trigger unwanted capital gains taxes or force clients to sell at less-than-ideal times. That’s where a securities-backed line of credit (SBLOC) comes in . . . and why it’s worth your attention.
Estate planning is often associated with extreme wealth, but it’s essential for clients at every level. It ensures assets are transferred with clarity and care, reduces confusion, avoids delays and protects families during difficult times. Here are eight essentials of an effective estate plan and why they matter for everyday families just as much as millionaires.
The United States national debt stands at a cool $36 Trillion dollars¹. A truly staggering number for most folks to comprehend. But this isn’t the first time we’ve gawked at such a gaudy number. As a Time article from 1972 shows, we’ve been having this chat for decades.
SS&C Black Diamond’s unbundled TAMP approach allows advisors to select specific services while maintaining practice autonomy, creating a seamless integration between institutional investment management and flexible technology solutions.
Too often, investors and media alike default to benchmarks like the S&P 500. But if your portfolio wasn’t built with that level of risk in mind, or if your goals are entirely different, comparing your return to that index can be misleading at best—and discouraging at worst.
