Robert Coppola, formerly chief information officer of Cision, has joined Envestnet as its chief technology officer.
He will succeed Scott Grinis, who has served as Envestnet's CTO for the past 20 years and will retire in 2021.
Before joining Cision, a provider of tech-driven solutions for business communicators, Coppola was chief information officer and chief technology officer for S&P Capital IQ and S&P Dow Jones Indices at S&P Global, formerly McGraw-Hill Financial.
Britt is named CFO of Wipfli, a $600 million accounting firm that audits two NFL franchises
The acquisition pairs Zephyr's 21,000-product separately managed account database with YCharts' newly launched AI agent assistant for investment research.
The war for talent continues in the Sunshine State with as Truist and RayJay teams managing a collective $1 billion in client assets defect to other firms.
Americans now estimate they need $1.2 million to retire comfortably, but rising costs and debt are making that goal increasingly difficult to reach.
Crewe Advisors' Ryan Halliday and Accelerated Wealth Partners' Eric Amar suggest mega RIA's readiness to integrate — not just scale — will determine whether an IPO exit actually works.
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
