Oisin Breen

The Canvas principal swooped in, she says, because Savvy is best positioned to leverage AI -- but will need her firm's cash to maximiize its efforts.

Envestnet has now written off 48.6% of the $590 million it spent buying Yodlee in 2015, after unit failed as standalone and internal 'wellness' engine.

Envestnet has now written off 48.6% of the $590 million it spent buying Yodlee in 2015, after unit failed to meet expectations as standalone data purveyor or internal 'wellness' engine.

First published by the Dow Jones weekly in 2018 with about $200 billion, the robo-advisor assets in the rankings soared 400% by 2024, swelled by a fungible definition that capture giant human RIAs.

The Creative Planning CEO put Goldman's PFIM under contract one year ago, and merger experts say the firm's exceptional buying power -- low debt and high cash flow -- puts any RIA into play for him.

The Boston giant jumpstarts a monumental opportunity to a post-application system, say analysts, even if it might hurt sales of the 'whole enchilada' eMoney product short-term

Marty Bicknell is reversing the predatory script • Some 53% of Advisor360's 15-strong senior management joined the firm in the last 12 months • LGBTQIA+-friendly corporate RIA grows AUM to $283 million, after three new partners join.

Mariner CEO is again reversing the predatory script • Some 53% of Advisor360's 15-strong senior management joined the firm in the last 12 months • LGBTQIA+-friendly corporate RIA grows AUM to $283 million, after three new partners join.

The new Vanguard CEO acknowledges the company 'could have started earlier' than three years ago, and his domain architect, Joseph Wagner, Jr., says starting fresh is helping purge 'weird errors.'

After cutting ties with Net Zero alliance, the Malvern, Pa. giant netted zero pro-ESG votes but it also won grudging appreciation from ESG advocates for voting against 40 anti-ESG proposals