Envestnet Says Yodlee CEO to Depart
By Janet LevauxEnvestnet says Yodlee's sales have nearly doubled since it purchased the firm.
January 10, 2019
Carson Wealth Nabs $500M Wells Fargo Team: Recruiting RoundupLPL has added a team from Wintrust Investments with $640 million in assets to its hybrid platform.
January 09, 2019
Waters Says Shutdown Is 'Jeopardizing' Markets, InvestorsSEC's skeleton crew is hindering agency's ability to "hold bad actors accountable," Waters said on the House floor.
January 09, 2019
United Capital Launches Mobile App for InvestorsThe app "gives clients the tools they need to understand their financial lives and gives advisors a dynamic way to engage their clients untethered to geography. The future is bionic," says United Capital's Duran.
January 09, 2019
Logging Into Bank Accounts Is a $3B BusinessOne player in the space, Plaid, says it's buying New York-based Quovo in a deal that could be worth about $200 million.
January 08, 2019
Working Your Firm's Core for New Year's SuccessBefore starting any new initiatives, be sure you are getting the most out of your strongest business areas.
January 08, 2019
Is SEC's Reg BI Coming in Q1?Attorneys are reading the tea leaves on the likelihood that Reg BI, part of the agency's advice-standards package, will get finalized soon.
January 08, 2019
What RIAs Are Thinking for 2019, in 7 Charts: TD AmeritradeTD Ameritrade Institutional released its latest RIA Sentiment Survey of 302 independent RIAs.