Envestnet to Sell Yodlee to PE Firm
By Janet LevauxFinancial advisors will still have access to Yodlee data aggregation technology, the firms said.
June 26, 2025
SEC Kicks Off Review of Rules Governing Executive Pay and PerksIt may overhaul rules affecting the disclosures of compensation, including bonus clawbacks.
June 26, 2025
Aaron Klein’s New Venture Aims to ‘Kill Broken Meetings’The ex-Nitrogen CEO says AI note-takers are actually making meetings worse for financial advisors.
June 26, 2025
Training Program for New Advisors Tops 2,000Amplified Planning’s 2025 Externship program has 2,078 enrollees; over 42% are women.
June 26, 2025
ProShares Rolls Out Buffer ETFs That Reset DailyThey target long-term, risk-sensitive investors like retirees who want to invest in stocks but avoid big market swings.
June 25, 2025
Ex-Advisor Gets 8 Years for Bilking Clients, Widowed AuntScott Mason of Pennsylvania had pleaded guilty to misappropriating $17 million.
June 25, 2025
Key Republicans Signal 'Progress' on SALT DealHouse Republicans from high-tax states signaled they're inching closer to a deal on the tax deduction.
June 25, 2025
Liz Ann Sonders: 'Buy the Dip' Investors Have Fueled Market RallyShe cited an "incredibly powerful cohort" that became active during the pandemic.