WealthManagement Edge

Our technology columnist shares some of what inspired—and irritated—him at this year’s WealthStack conference.

Jobs will be eliminated across the company's divisions, Envestnet confirmed. Orion has also announced layoffs.

Congress completes first acquisition since CI Financial sold its stake to Audax, two Indiana firms merge to create $750 million AUM Wellington Wealth, a 10-person team leaves Ameriprise for OneSeven and NewEdge Wealth adds to Bay Area office.

The agreement to buy GM Advisory Group will add more than $6 billion in client assets to the NFP-owned RIA.