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.
Proposition 40 wealth tax could raise $30 billion, not $100 billion, as departures erode the base and voters remain split
Jump is piping FMG marketing content into post-meeting workflows as Zocks opens its platform to more than 32,000 LPL financial advisors
Trevor Uhls pleaded guilty to one count of wire fraud and one count of money laundering.
Osaic and LPL Financial routinely square off in recruiting advisors from other firms as well as from each other.
Meanwhile, Wealthspire's Ground Control business picks up a $1B private wealth firm in London, and Modern Wealth deepens its presence in California.
Knighthead Life entered the market with a competitive MYGA. A strong launch earned advisor confidence and paved the way for FIAs.
As AI makes financial information more accessible than ever, Lana Hock explains why human judgment, trust, and empathy remain the qualities clients value most in a financial advisor
