Succession Backlink, a matchmaking service for wealth management corporations, has sold a minority stake to Merchant Investment Management immediately after separating from Chalice Monetary Community to just take benefit of synergies the Service provider ecosystem can provide. Established in 2013 with just 38 individuals in the initially few months, Succession […]

Historic Steps Include Authorizing Protection Production Act to Reduced Electrical power Expenditures, Reinforce Electrical power Grid, and Build Excellent-Paying Careers Today’s cleanse strength technologies are a important portion of the arsenal we must harness to reduce electrical power expenses for households, lower dangers to our energy grid, and deal with […]

Wealthtech supplier Envestnet now has an possession stake in female-targeted automated assistance platform Ellevest, according to regulatory filings released around the weekend. This financial investment did not give publicly traded Envestnet a controlling stake in the six-year-aged privately held Ellevest, which will carry on to be operate by co-founder and CEO Sallie Krawcheck. […]