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Wealthmanagement

Envestnet Partners With Asset Managers on Personalized Portfolios

WealthStack
 
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WealthStack

JUNE 7, 2024

Top Stories

Envestnet Partners With BlackRock, Fidelity, Asset Managers on Customized Portfolios

Davis Janowski

BlackRock, Fidelity Investments, Franklin Templeton and State Street will work with the firm to "personalize" investment portfolios.

FULL ARTICLE

BNY Mellon’s Pershing X Upgrades Wove Platform

Rob Burgess

The new features include a one-stop client portal, cloud data platform, consolidated APIs and portfolio management suite.

FULL ARTICLE

SPONSORED CONTENT

AI vs. the Economy – A Tale of Two Outlooks

Sponsored by Parnassus Investments

Why Silicon Valley is confident, amid slowing economic growth.

LEARN MORE

Digital Assets Custodian Prometheum Makes a Bigger Push into RIA Space

Diana Britton

With licenses from FINRA and the SEC, Prometheum hopes to remove barriers preventing RIAs from recommending digital assets. It’s hired Marc Nichols to lead the effort.

FULL ARTICLE

Technology News

Missouri Regulators Send Warning Letter to Advisors Using Data Aggregation Tech

Rob Burgess

After Washington, Missouri is the second known state to send warning letters to advisors over the use of wealthtech tools that can access data in client retirement and banking accounts.  

FULL ARTICLE

Conquest Planning Upgrades Its Strategic Advice Manager

Rob Burgess

SAM INSIGHTS, Ask SAM and SAM Score are the latest iterations of the Canadian firm’s AI-based planning platform.

FULL ARTICLE

WEALTHSTACK ROUNDUP

Advyzon Investment Management Names Scott Smith Chief Revenue Officer

Rob Burgess

Ken Denman has also joined TIFIN's Board of Directors.

FULL ARTICLE

The WealthStack Podcast

Preparing for the Latest SEC Cybersecurity Rules

Shannon Rosic

AdviserCyber's Michael Cocanower details what the pending regulations mean for RIAs.  

LISTEN NOW

What's In My Wealthstack

StraightLine Group: Customizing The Tech Stack For Clients In Retirement

Rob Burgess

Chief Growth Officer Rob Rickey discusses the modifications the $1.1 billion AUM firm has made to serve its clientele.

FULL ARTICLE

Commentary

Digital Regulation Is On the Rise. Don’t Ignore These Regulators

Harriet Christie

The SEC and FINRA are being transparent about their increased regulatory activity around off-channel communications and the marketing rule.

FULL ARTICLE

The Word on WealthTech for June 2024

Doug Fritz

F2 Strategy's co-founder and CEO provides his take on the most important wealth management technology news of the last month.

FULL ARTICLE

Humanizing a Brand

Diana Cabrices

It's about you.

FULL ARTICLE

EDGE TV

The Challenges of Digital Marketing

WealthManagement.com Staff

Fintello's Deepak Patel discusses advisor concerns about how to use social media and dealing with compliance.

WATCH NOW

Engaging With Clients Around Charitable Giving

WealthManagement.com Staff

PhilanthPro's Nicholas Palahnuk details the importance of philanthropy for clients and building connections with the next generation.

WATCH NOW
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