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News
Envestnet To Acquire Vestmark
3+ day, 13+ hour ago (116+ words) The result is one connected ecosystem across the full wealth management lifecycle â from understanding an investor’s needs to constructing, personalizing, implementing, trading, and managing portfolios at scale. The deal is expected to close in the fourth quarter, pending customary…...
2026 US Workforce Trends
4+ day, 15+ hour ago (130+ words) Among the report’s most notable findings: Employers are preparing for a future in which AI plays a larger role in how work is performed and decisions are made. While 71% of employers have either fully operationalized AI or implemented it in…...
Vanguard To Acquire Altruist, Expanding The Reach And Impact Of Financial Advice
2+ week, 18+ hour ago (182+ words) VALLEY FORGE, Pa., Aug. 26, 2026 /PRNewswire/ — Vanguard and Altruist, an AI-forward wealth technology and custody platform serving financial advisors, announced today that they have entered into a definitive agreement under which Vanguard will acquire Altruist. Altruist combines a purpose-built platform,…...
Kelly Apple Appointed As Next Head Of Wealth Management By Kestra Financial
3+ week, 4+ day ago (537+ words) lifehealth.com Kelly Apple Appointed As Next Head Of Wealth Management By Kestra Financial Experienced financial services executive selected following a strategic search for a leader to advance Kestra’s evolving wealth management strategy AUSTIN, Texas–(BUSINESS WIRE)–Kestra Financial, an…...
Eugene Elias, Jr. Named President Of Pure Financial Advisors « ADVISOR Magazine
3+ week, 5+ day ago (436+ words) Eugene Elias, Jr. Named President Of Pure Financial Advisors lifehealth.com Eugene Elias, Jr. Named President Of Pure Financial Advisors To focus on growth and expansion SAN DIEGO, Aug. 18, 2026 /PRNewswire/ — Pure Financial Advisors, LLC (“Pure”) announces the addition of Eugene…...