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Communication skills and curiosity were key attributes that Dana D’Auria took with her when she left journalism for a career in investments. Now the Co-CIO of Envestnet, Dana joins our CXO podcast to share her market insights.
The competitive landscape for turnkey asset management platforms is heating up after providers landed millions in new assets during the pandemic, when advisers were desperate for any technology that could keep them up and running.
Edward Jones is pledging a major investment to upgrade its information technology, including a partnership with Envestnet to make the popular MoneyGuide financial planning software available to its nearly 19,000 advisors.
RF Capital Group Inc. today proudly announced that its wholly-owned subsidiary Richardson Wealth Limited (Richardson Wealth) has engaged with Envestnet to build the premier financial wellness network, in support of its ambitious growth strategy.
Soraya Morris works full-time as a lead trainer at MoneyGuide, delivering live trainings on financial technologies and practice management webinars to financial advisers. But she puts in almost as much time giving back to her community, having provided financial literacy and mentoring to teens and young adults for more than a decade. Young people are very open to financial information, she said.
Ally Home, Better, and Guaranteed Rate are the first residential mortgage lenders to join the Envestnet Credit Exchange, an online network that lets wealth managers see prequalified loan options that are available to their clients.
Dow Jones Indices will make the following changes to the S&P MidCap 400 effective prior to the opening of trading on Wednesday, June 9.
Envestnet PMC Co-Chief Investment Officer Dana D’Auria joins Yahoo Finance Live to discuss the latest market action.
The group has so far vetted 15 products from asset managers like BlackRock and DWS for spots on its recommended list.
Over each of the past five years, a growing number of respondents to Investment Executive’s Brokerage Report Card have reported holding a discretionary portfolio licence. More than half (54.5%) of the advisors surveyed in 2021 held a discretionary licence, compared with 47.0% last year and only 35.8% in 2017.