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Envestnet has received interest from private equity firms, including Bain Capital, according to a press report. Shares ended the day up 9% on the news.
Accumulation-phase planning software won't cut it for solving your clients' complex retirement income puzzles, but there are dedicated applications that can.
JP Pattinson, wealth manager, vice president of technology and partner at Merit Financial Advisors, has helped shape the rapid expansion of the $10-billion-AUM firm through technology.