Finance News
Wealth Management EDGE Podcast: Heather Fortner's Journey to Leadership
Heather Fortner brings leadership and authenticity to her role as CEO at SignatureFD.
By NB
Dec 15, 2023
Envestnet Explores Sale of Data Aggregator Yodlee
Envestnet paid about $590 million for Yodlee in 2015.
By NB
Dec 15, 2023
Faith-Based RIA Joins Ex-Trump Officials in Target Suit
Inspire Advisors has joined a lawsuit arguing the major retailer’s Pride Campaign resulted in consumer backlash that negatively impacted its stock price.
By NB
Dec 15, 2023
Shenkman Taps Former NBA Player Jay Williams for Board
Williams, a former Chicago Bulls basketball player who was the second overall pick in the 2002 NBA draft, co-founded Simatree, a strategic advisory firm focused on data, analytics and technology consultation.
By NB
Dec 15, 2023