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Wealth-tech Envestnet appoints new CEO
I am incredibly impressed by the Envestnet team. The company has established itself as a trusted partner to financial ...
Main Line fintech taps new CEO following $4.5B sale
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Financial Planning1d
Ashton Thomas scores a $2.5B Wells Fargo team: Advisor Moves
Citizens meanwhile extends its presence in Florida with a $750 million team from RBC and Envestnet hires a new CEO.
JPMorgan Chase & Co. Acquires 8,011 Shares of Invesco Solar ETF (NYSEARCA:TAN)
JPMorgan Chase & Co. lifted its position in shares of Invesco Solar ETF (NYSEARCA:TAN – Free Report) by 52.5% in the third quarter, Holdings Channel reports. The institutional investor owned 23,282 ...
planadviser.com2d
The Retirement Advantage Announces New 401(k) PEP
Wisconsin-based The Retirement Advantage Inc. introduced the TRA Select 401 (k) Pooled Employer Plan, in partnership with the ...
napa-net1d
TRA Partners with Other High-Profile Firms to Offer 401(k) PEP
The Retirement Advantage (TRA), based in Appleton, Wisconsin, announced Jan. 23 that it is partnering with Empower, Envestnet and FiduciaryxChange to introduce the TRA Select 401(k) Pooled Employer ...
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Berwyn-based Envestnet Names New CEO One Month After $4.5B Private Sale
A month after going private in a $4.5 billion sale to Bain Capital, Berwyn-based Envestnet has named Chris Todd as its new ...