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Envestnet’s Chief Relationship Officer on Personalization, Planning, and the Platform Future

by Madeline Garfinkle Contributor
Envestnet’s CRO discusses how the firm helps advisors scale personalized client experiences through integrated technology, planning tools, and AI.

Featured

FSI Statement On Publication Of DOL Independent Contractor Rule Proposal

The U.S. Department of Labor has proposed a new independent contractor rule.

UBS Promotes Golia To Lead Wealth Management Advisers In US

UBS (UBSG.S), opens new tab promoted Lisa Golia to lead its U.S. wealth management advisers in the field on March 1.

Richmond Fed's Barkin Says Tariff Chaos Fuels Uncertainty And Low Hiring, Questions More Rate Cuts

Richmond Fed president Tom Barkin said Wednesday that the back-and-forth on President Trump's tariffs adds to uncertainty for the economy.

Recent

Companies

C3.ai Slashes 26% Of Staff As CEO Admits Failure To Deliver And 'Burning Too Much Money'

C3.ai slashes 26% of staff as CEO admits failure to deliver and 'burning too much money'.

FundFocus

Bull Case For Bitcoin Is Hiding In The $1 Trillion Wreckage

Bull Case for Bitcoin Is Hiding in the $1 Trillion Wreckage

FundFocus

US Software Stocks To Keep Rebounding, Says Goldman Sachs Prime Brokerage Note

Goldman Sachs (GS) prime brokerage said in a ‌note that the recent bounce in software ‌and IT services stocks may continue.

FundFocus

5 Industries That Have Gotten Rocked By The AI 'Scare Trade' Defining Markets This Year

Five industries that have gotten rocked by the AI 'scare trade' defining markets this year.

  • More Articles

Popular

Washington Wire

Pentagon Hardens Its Ultimatum To Anthropic In Feud Over AI Use

FundFocus

Nvidia Stock Hits This Bizarre Valuation Level

Companies

Anthony Scaramucci On Son Buying Logan Paul's $16.5 Million Pokémon Card: He's Going To Be A Force

Companies

Private Credit’s Great Divide: Imminent Crisis Or ‘No Big Deal’

The Trust Advisor

Eric Dane Will Bombshell — ALS Victim Actor's Formerly Estranged Wife Rebecca Gayheart Set To Inherit His Entire $7Million Showbiz Fortune

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