Joe Duran goes big on first-ever 'Rise' deal ...

Andy Schwartz had grown disillusioned with private equity investors and national brand acquirers. In 2022, he declared a three-year moratorium at his RIA on the “distraction” of discussions with any of them.

Brooke's Note: Stock-and-bond portfolios are making a comeback because, lo and behold, bonds are making a comeback, even municipal bonds. Stocks never went away. Bonds, sort of, did. We even had to endure arguments that alternative investments were – by …

John Wise is back in the RIA spotlight some 15 months after leaving InvestCloud, with new backing, a new vision, a new venture, a new brand and the same end-consumer – wealth managers.

Envestnet just spilled 63 pages of riveting details mostly related to a $70 bid for the company that it ultimately deemed a precarious temptation – especially with a Bain deal bird-in-hand.