Envestnet Weighs Options After Getting Takeover Interest
By Matthew Monks and Crystal TseThe turnkey asset management provider has been approached by at least one private equity firm interested in acquiring it, said a source.
February 18, 2022
5 Ways to Build a Strong Firm CultureRule No. 1, according to Carson Group's chief of staff: If it's not broken, break it.
February 17, 2022
EMoney Advisor Launches New Marketing Features: Tech RoundupFocus Financial teams with CAIS on a customized alternative investments platform.
February 16, 2022
Carson Group Names Its First CTONimesh Patel joins the RIA after serving as CEO of tech startup Prefix Health Technologies.
February 15, 2022
SEC Slams 12 More Firms for Form CRS FailuresThe 6 RIAs and 6 BDs missed deadlines and failed to include all information necessary for the form, according to the agency.
February 14, 2022
Advisor Execs Rip Hightower for Suing Breakaway RIALPL's Burt White likened the suit against Michael Policar to "hanging beheaded pirates in the harbor" as a warning.
February 11, 2022
SEC Orders Robo-Advisor to Pay $300K for Misleading ClientsWahed Invest allegedly advertised nonexistent proprietary funds and falsely promised clients it would rebalance their accounts.
February 11, 2022
What 11 Advisors Learned From Rejection: Advisors' AdviceNo one likes to be rejected by a prospective client, but as an advisor, it can actually help you build your business.