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Envestnet Stockholders Approve Bain Acquisition

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Wealth Management

WealthManagment.com Daily Memo

SEPTEMBER 25, 2024

TECHNOLOGY

Envestnet Stockholders Approve Bain Acquisition

More than 99% of stockholders agreed to the deal, which valued the technology giant to advisors at $4.5 billion.

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REGULATION & COMPLIANCE

Merrill, Harvest Volatility Management Pay $9.3M to Settle SEC Charges Over Excess Fees

The two firms are in hot water over sales of Harvest’s “Iron Condor” strategy that resulted in $5 million in excess management fees and commissions.

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TECHNOLOGY

Vestmark Partners with BlackRock on Custom Model Portfolios

The collaboration brings together the tax management technology of Vestmark with the highly scalable model construction capabilities of BlackRock.

401K TV

401(k) Real Talk Episode 123: September 25, 2024

Open, honest and candid discussion about retirement plan assets, Fidelity's crackdown on credential sharing, Commonwealth's new PEP and more.

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The Potential Benefits of a Scalable Approach to Bond Ladders

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New technology allows advisors to create more personalized and efficient bond portfolios. Learn More >

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