Barclays PLC Purchases New Stake in FT Vest U.S. Equity Buffer ETF – March (BATS:FMAR)
Barclays PLC purchased a new position in FT Vest U.S. Equity Buffer ETF – March (BATS:FMAR – Free Report) during the third ...
JPMorgan Chase & Co. Has $19.10 Million Holdings in iShares Convertible Bond ETF (BATS:ICVT)
JPMorgan Chase & Co. boosted its position in shares of iShares Convertible Bond ETF (BATS:ICVT – Free Report) by 32.6% during ...
InvestmentNews2d
Envestnet's Anur reprises COO role at rival fintech Orion
The wealth tech veteran brings "deep industry experience and a proven track record" to the new C-suite position at Orion.
Think Advisor2d
Orion Nabs Another Former Envestnet Exec to Lead Operations
Arun Anur comes to the wealth management and technology services provider after long stints at Envestnet and Oracle.
MyChesCo on MSN16d
Envestnet Opens Registration for Elevate 2025, Spotlighting Wealth Management Growth
BERWYN, PA — Envestnet has announced early registration for Envestnet Elevate 2025, set to take place on April 9-10, 2025, at ...
MyChesCo on MSN5mon
Envestnet to be Acquired by Bain Capital in $4.5 Billion Deal
BERWYN, PA — Envestnet, Inc. (NYSE: ENV) has announced its agreement to be acquired by Bain Capital in a transaction that ...
WealthManagement.com2d
Orion Hires COO From Rival Envestnet
December was a busy month for Orion, which announced the acquisition of Summit Wealth Systems, a next-generation portfolio management and reporting platform and the appointment of its co-founder and ...