News, Comment & Analysis results for Envestnet
Envestnet Names New Finance Chief
The new CFO at Envestnet will be taking the helm from a man who has helped steer the firm through
Who’s Moving Where In Wealth Management? – AssetMark
The latest moves, appointments and personnel changes in North American wealth management.
Who's Moving Where In Wealth Management? – SEI, AssetMark, Others
The latest moves, appointments and personnel changes in North American wealth management.
SS&C To Acquire Global Funds Network In $1.0 Billion Deal
One of the largest banking and wealth sector technology firms – based in the US – has agreed to
Who's Moving Where In Wealth Management? – UBS, Envestnet, Osaic, Others
The latest moves, appointments and personnel changes in the North American wealth management
Summary Of North American Senior Wealth Management Moves – April 2025
A summary of the moves in the North American wealth sector, covering a number of types of firm,
Envestnet Surfs AI Innovation Wave
As wealth management continues to explore and build AI use cases, one of the large tech firms in
Summary Of Wealth Management Appointments In North America – March 2025
Moves, appointments, personnel changes and other adjustments during March.
InvestCloud Continues Managed Accounts Platform Growth, Names COO
The APL managed accounts platform of the wealthtech firm powers more than $3 trillion of assets
What's New In Investments, Funds? – Envestnet, BlackRock
The latest news in investment offerings, financial products and other services relative to wealth