While even a casual glimpse into the history of wealth management shows big strides toward democratization and technological evolution, looking at the future of the industry through the eyes of a diverse collection of experts offers the kind of promise ...

Rose Palazzo, the new head of MoneyGuide, never thought an early job in hospitality would land her a gig at one of the nation’s leading investment banks. But after talking to her customers — and budding financial advisers from Merrill ...

In a recent blog post, I explained why every app is about to become a financial services company. Consumer businesses are about to start adding traditional financial services functions like savings, lending, insurance, investing and planning to their apps. There ...

Don’t you hate it when you click on a recipe and have to read a whole back story about every ingredient before you get what you came for? To spare you that familiar angst, reader, let’s get right to the ...

Fintech giant Envestnet posted a 46% year-over-year increase in assets under management following the firm’s expansion into new service areas including trust services and alternative investments, according to Envestnet’s second quarter earnings.  Envestnet’s AUM clocked in at $315.4 billion at ...

Increasing demand for alternative investments is putting pressure on asset managers, and turnkey asset management platforms like Envestnet Inc., to offer alternatives to a wider range of advisers and investors.  Envestnet announced Tuesday partnerships with UBS Group AG and iCapital ...

Bitcoin and other forms of cryptocurrency are so new, and volatile, that many investors are unsure of how to define them, or how they can be taxed. Adding to the confusion is the fact that many regulatory agencies have not ...