In|Vest Insights

“It’s no longer about coming to market and getting funding with some kind of novel pitch and seeing if it sticks,” says an industry analyst.

The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.

The firm's chief Eric Clarke says there are multiple suitors.

Advisors should be increasingly aware of how banks are shaping client expectations.

Lack of oversight and potentially risky procedures are — or should be — in the fine print of these wildly popular tools.

The partnership will likely help both industry titans with their long-term strategic plans.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

With Portfolio Intelligent Income, the discount brokerage is shifting some of its focus toward clients ready to spend their investments.

“There definitely will be people who don’t win in this,” says Altruist founder Jason Wenk.

Competitors such as Merrill Edge have taken similar measures on commissions.