John Manganaro

The Schwab and LPL veteran will oversee inorganic growth strategy and lead the partnership development team.

The digital hub helps acquirers present their firm to potential sellers through distinct profiles, videos and interactive insights.

They are signaling that the investments are no longer an optional service, but rather a strategic necessity.

The firm's investment includes $100 million in annual outlays earmarked to advancing artificial intelligence.

RIAs will be able to access a customizable platform through their preferred custodian.

The financial services firm sailed past $40 billion in AUA and aims to double the business in short order.

The collaboration will simplify how the 2,400-plus advisors using the platform incorporate estate planning into workflows.

Affluent clients now expect their financial advisors to address both, researcher Steve Parrish says.

Giuliano Celle is being tasked with strengthening client access to private market and direct deal opportunities.

Bhaskar Peddhapati has been charged with accelerating Envestnet’s technical roadmap and infusing AI into its platform.