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 ...

In the latest RIA deals and moves, Strategic Blueprint and DayMark add new teams while Lido acquires an $870M RIA and a father-son duo join Kestra.

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.

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

Callan Family Office needed to manage complex, blended liquid and illiquid portfolios aligned with each client’s personal holdings, goals, preferences and risk profile.