Envestnet Wins Shareholder Approval for Sale to Bain Capital
By John ManganaroMore than 99% of the votes at a special shareholder meeting were cast in favor of the sale.
September 24, 2024
EF Hutton's Ousted CEO Fires Back, Alleging Unlawful 'Coup'Joseph Rallo says the company defamed him and that his former partner deposed him out of jealousy.
September 24, 2024
BlackRock and Vestmark Partner to Enhance Custom Model PortfoliosThe firms are combining tax management capabilities with portfolio construction methodology for RIAs.
September 24, 2024
Goldman Sachs' Kostin Sees S&P 500 Hitting 6,000 Next YearThe runway is clear for the stock market to keep powering higher once the presidential election is decided, says the equity strategist.
September 24, 2024
Strong Stock Market Pushes Up Annuity AssetsOverall growth was slower than for the total retirement asset pie, according to new ICI figures.
September 24, 2024
Barred Advisor Gets 21 Months in Prison for Cherry-PickingJonathan Glenn's unfair allocations of profitable trades defrauded clients of more than $2.7 million, authorities say.
September 24, 2024
Raymond James Cancels Women's Symposium Due to Hurricane ForecastThe forecasted path of Helene will bring the storm near Orlando, the site of the annual conference.
September 24, 2024
Texting Crackdown a 'Cash Cow' for the SEC: Commissioner PeirceAt a congressional hearing, Peirce said the agency should be taking a regulatory approach instead of levying fines.