The board of directors of Envestnet has appointed William Crager as the company’s chief executive. Crager, the company’s former president, had been serving as interim CEO since the accidental death of Envestnet founder and CEO Jud Bergman in early October 2019.
In other changes, Envestnet appointed Stuart DePina, who has served as chief executive of Envestnet Data & Analytics since January 2019, as its president.
James Fox, a board member since 2015, was appointed the company’s chairman. And Charles Roame, a director since 2011 and managing partner of Tiburon Strategic Advisors, was named vice chairman.
[More: When Envestnet and Apple pivoted]
A Texas-based bank selects Raymond James for a $605 million program, while an OSJ with Osaic lures a storied institution in Ohio from LPL.
The Treasury Secretary's suggestion that Trump Savings Accounts could be used as a "backdoor" drew sharp criticisms from AARP and Democratic lawmakers.
Changes in legislation or additional laws historically have created opportunities for the alternative investment marketplace to expand.
Wealth managers highlight strategies for clients trying to retire before 65 without running out of money.
Shares of the online brokerage jumped as it reported a surge in trading, counting crypto transactions, though analysts remained largely unmoved.
Orion's Tom Wilson on delivering coordinated, high-touch service in a world where returns alone no longer set you apart.
Barely a decade old, registered index-linked annuities have quickly surged in popularity, thanks to their unique blend of protection and growth potential—an appealing option for investors looking to chart a steadier course through today's choppy market waters, says Myles Lambert, Brighthouse Financial.
