Envestnet, which went private in a sale to Bain Capital last year, announced plans to sell Yodlee, the financial data aggregation subsidiary, to STG, a Menlo Park, Calif.-based private equity firm.

Markets are facing a fresh round of uncertainty with the United States striking Iranian targets over the weekend and Iran retaliating by firing missiles at a U.S. base in Qatar. Questions loom about ...

Commonwealth Financial Network, which penned a deal in March to be acquired by LPL Financial, has added Patrick Funke & Associates, a Phoenix-based team with about $430 million in client assets. The ...

Wealthfront is signaling to regulators that it intends to go public, according to the firm. The company announced Monday that it had confidentially submitted a draft form S-1 to the Securities and ...

Investor interest in digital assets might be growing, but concerns about the security and regulatory uncertainty around the asset class mean that Bitcoin and crypto ETFs remain the most likely avenues ...

In addition, Carson Group fully acquires a Florida-based partner firm, and Arbor Financial adds an advisor who had managed $600 million at Advisors Capital Management.

The top SMA managers of the the decade, per Informa Investment Solutions’ PSN Top Gun awards.

It has been a busy year for ARQA, founded in 2022 by Haik Sahakyan and Peter DiLorenzo. Its two current products include KorScript and ARQA AI.

Concurrent Investment Advisors hit growth goals in its first year as a newly structured hybrid RIA and started 2024 with a couple of new additions, the firm reported this week, while Carson Group ...

Cameron Dawson, former Fieldpoint Private Securities strategist and frequent market commentator, is RIA NewEdge Wealth’s first CIO.

Adero Partners was founded in 1999 with a focus on providing family CFO services to Silicon Valley clients under the original name Vista Wealth Management Group.

Sanctuary CTO Robert Coppola discusses the firm’s approach to building a central wealth stack while providing alternate options for its advisor teams.