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Edmond Walters' new software, backed in part by Envestnet CEO Jud Bergman, is featured exclusively on the Logix and MoneyGuidePro platforms.
January 31
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The leak included information on about 12,000 advisors who are clients at LPL Financial.
January 23
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The restructuring comes as a competitor enters wealth management data aggregation.
January 15
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Executives are focused on fresh products, emerging technology and the increasing prominence of ESG.
December 7
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Customer experience metrics at wealth management firms have remained flat for the third year in a row, researchers found.
December 6
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Some worry that BlackRock products will crowd out competitors on the platform.
December 5
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New platform upgrades seek to aggregate data and address client concerns.
November 28
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The partnership gives the world's largest asset manager access to a “growing but fragmented” set of RIAs, says an executive.
November 27
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Can smart speakers meet the level of sophistication and security needed for wealth management?
November 7
