Financial advisers have until Nov. 1 to help clients lock in the current rate, which drops by a third to 6.48%.
The asset manager's new platform is aimed at financial intermediaries who want to offer their clients customized separately managed accounts.
Smaller RIA sellers are driving the pace of deals toward another record year, according to Devoe & Co.'s report on third-quarter activity.
Industry veteran Daniel Gourvitch steps into the new role with the charge of building out the Mercer platform to attract more advisers.
The deal for the Massachusetts firm marks the 59th acquisition for Raleigh, North Carolina-based Captrust.
The partnership with Valeas Capital Partners follows a 2020 partnership with Kudu Investment Management. Sequoia remains majority employee-owned.
The free, anonymous assessment takes about 20 minutes to complete, and Envestnet is building a comprehensive database from the findings.
The appeal of the old-school fund wrapper is taking a big hit as investors and advisers move to the sidelines.
The wealth management group attracted $65 billion in net new asset during the quarter, pushing the total this year to $260 billion.
Pilot program marks the first time mutual fund and ETF investors have been asked their opinions on proxy matters.
