Envestnet Expands Their TAMP Empire with FolioDynamix Deal
When the same football team keeps winning the Super Bowl or the same baseball team keeps winning the World Series, everyone gets used to hearing the same teams names mentioned every year. The same might be true for acquisitions in the wealth management technology space. For the past few years, the name behind much of the […]
Who Can You Trust When Buying Portfolio Rebalancing Software?
“As you all know, first prize is a Cadillac Eldorado. Second prize is a set of steak knives. Third prize is you’re fired.” — Alec Baldwin as Blake in Glengarry Glen Ross No one likes high pressure salesmen, no matter what they’re selling. Whether it’s a car, a cell phone or computer software, you […]