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.
Thirty four percent of advisors surveyed by InvestmentNews say they use direct indexing strategies but 39 percent don’t.
“This is on the B. Riley Securities side of the business, the dealmaking side,” one senior industry executive said.
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"Synth Equity has been such a tailwind for these advisors who really understand the story," Measured Risk Portfolios’ head of distribution said.
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