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Envestnet Teams With Top Asset Managers on Customized Managed Accounts

BlackRock, Fidelity, Franklin Templeton and State Street are on board.
 
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Wealth Management Morning Memo

JUNE 5, 2024

TECHNOLOGY

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

Davis Janowski

BlackRock, Fidelity Investments, Franklin Templeton and State Street will collaborate with the technology provider more than ever before to personalize creation of investment portfolios.

FULL ARTICLE

ALTERNATIVE INVESTMENTS

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

2024 Wealthies

WealthManagement.com Announces 2024 'Wealthies' Finalists

WealthManagement.com Staff

The tenth annual WealthManagement.com Industry Awards ceremony will be held in New York City on Sept. 5.

FULL ARTICLE
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