WealthStack

Also, Millennium Trust acquires NuView Trust Company and Reflection Analytics launches a digital platform for ESG audit and analysis.

Jeff Bernier, president of $200 million AUM TandemGrowth Financial Advisors, says his team squeezes all the productivity possible from a selectively chosen tech stack.

Envestnet paid about $590 million for Yodlee in 2015.

Our technology columnist sat down with CEO Eric Poirier to discuss the news and other developments at the firm, which is still hiring.

Migrating to modern cloud-based services is helping CIO Laura Hubbell not only serve clients better but scale the business at $7.4 billion AUM SignatureFD.

F2 Strategy co-founder and CEO Doug Fritz provides his take on the most important wealth management technology news of the last month.

As situations change, Jeff Nauta has found that the technology has to sometimes do the same at $528 million AUM Henrickson Nauta Wealth Advisors.

Integrations, analytics and measured innovation are the guidelines the former AssetMark CEO will follow in stitching together the firm’s bundle of businesses into a unified wealthstack.