$100M Suit Against Envestnet Heads to Jury Trial

Published on September 27, 2024

The long-running suit alleges Envestnet and Yodlee misappropriated FinancialApps' proprietary software platform.

Continue reading on website
Other news

RIA Roundup: Dynasty Names Tim Oden Chief Growth Officer

September 27, 2024
In other RIA news, Merchant stakes an investment banking firm, Focus partner firm Transform Wealth buys fellow Denver business Custom Portfolio Group, and Cetera's employee RIA acquires an Austin-based practice with $185 million in assets.

State Street Launches ETFs for Building Bond Ladders

September 27, 2024
The corporate and municipal "target maturity" ETFs are the first on the market, State Street says.      Related Stories$100M Suit Against Envestnet Heads to Jury TrialNew Bill Increases Social Security Death BenefitTwo-Thirds of Americans Worry About Medicare's Solvency