Wall Street’s $300B Middleman Rides Model-Portfolio Boom
Envestnet's Brooks Friederich is leading the firm's model-portfolio division with 2,000 customized products from some 150 asset managers.
Jordan Utz
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Creative Planning Adds Delaware Firm Managing $535M
The acquisition of Daniels + Tansey adds advisory, investment and tax expertise to Creative Planning.
Nepsis Enters Expansion Phase with CPA Purchase
The acquisition of Sevenich, Butler, Gerlach & Brazil is the first in an M&A strategy focused on accounting firms and relationship managers.
Giving Tuesday: What is the 'right way' to give?
The two strategies can complement each other, but success depends on starting out with a clear vision.
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