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Envestnet moves to make its UMA platform more personal - InvestmentNews
InvestmentNews· 4 days agoEnvestnet is enhancing its advisor users’ ability to offer customized investment strategies for...
Asset managers use of AI in marketing to advisors is 'years away'
InvestmentNews· 6 days agoThe use of AI by asset managers in their sales and marketing to financial advisors is not expected...
Fidelity is winning ETF revenue-sharing deals after its service fee shook the booming industry
Morningstar· 14 hours agoFidelity Investments has been winning more revenue-sharing agreements with managers of exchange-traded funds after its fee policy for the booming sector created an industry ...
Legendary Manager Saw Giants Rookie Outfielder’s Tools In Minors
Sports Illustrated· 11 hours agoTexas Rangers manager Bruce Bochy knew this was in the cards for San Francisco Giants outfielder...
The Bachelorette: Everything you need to know about the two Palm Beach County men this season
Gannett via AOL· 17 hours agoWHEEL OF MISFORTUNE: Boynton woman in good spirits after vowel slip-up costs her Hawaii trip...
Envestnet Partners With BlackRock, Fidelity, Top Asset Managers on Customized Portfolios
WealthManagement.com· 4 days agoThe four firms—BlackRock, Fidelity Investments, Franklin Templeton and State Street Global Advisors...
Former Allianz Fund Manager Pleads Guilty to Defrauding Investors
The Wall Street Journal· 1 day agoRISK & COMPLIANCE JOURNAL A former Allianz fund manager who ran the investment group responsible for...
5th Circuit Strikes Down Private Fund Adviser Rules | JD Supra
JD Supra· 2 days agoOn June 5, 2024, The United States Court of Appeals for the Fifth Circuit (Fifth Circuit) vacated new rules applicable to advisers to private funds1...
ENVESTNET DEEPENING RELATIONSHIPS WITH BLACKROCK, FIDELITY, FRANKLIN TEMPLETON, AND STATE STREET TO...
Morningstar· 4 days agoEnvestnet is planning on working with these firms, some of the largest asset managers in the world, to build investment strategies that are custom-tailored and can be used ...
Liberty All-Star® Growth Fund, Inc. Announces New Portfolio Manager
The Pilot News· 1 day ago(the "Fund") (NYSE: ASG) has appointed Westfield Capital Management Company, L.P. ("Westfield") as one of the Fund's investment managers subject to stockholder approval at ...