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The bank has struck an agreement to transfer clients and their assets from the unit known as Marcus Invest to Betterment, a $45 billion digital investment-advisory firm.
Jeff Casey, president and senior financial advisor at CG Financial Services, uses integrations of various programs to achieve efficiency for the $3.1 billion AUM firm.
Envestnet has received interest from private equity firms, including Bain Capital, according to a press report. Shares ended the day up 9% on the news.
Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.
JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.
