Envestnet to Acquire Tamarac for $54 Million; Gets Entrée to Higher-End RIAs
Portfolio technology provider Tamarac has 500 advisor firm clients; will become separate division within Envestnet, which will use available cash to fund the acquisition.
Fear of Flying: Jumping From Wirehouse to Independence
The career kick-offs of two successful wirehouse advisors were as different as the countries where they were born.
CRM Software announced September 9 what it called major enhancements to Junxure, its CRM and office management software, including Junxure 8, a complete update to...
Checking In With Mark Spangler
The former chairman of NAPFA, a private equity investor, and president of Seattle-based Spangler Financial Group, Mark Spangler currently has some $100 million under management....