Dana D'Auria, formerly managing director of Symmetry Partners, has joined Envestnet as co-chief investment officer.
In her new role, she will join the Envestnet/PMC investment committee and work with Brandon Thomas, the company’s other co-CIO.
D'Auria was with Glastonbury, Connecticut-based Symmetry Partners for 14 years and had served as president and portfolio manager of its Panoramic multifactor family of funds.
Why younger clients are trading parlays for prediction markets and calling it investing
South Korea's largest life insurer is pursuing a $4.4 billion stake in PFG, one of the top three 401(k) providers in the US.
Advisors can prompt the AI agent to model a client's potential Roth conversions, home sales, income shifts, and state moves.
New integration flags non-compliant language in AI-generated meeting notes as regulators sharpen focus on advisor recordkeeping.
They settled the same day the SEC sued - but the penalty is still unset.
Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains
Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income