InvestCloud Taps New COO of APL to Help with its Private Markets Push

Published on April 15, 2025

Josh Mayer, the former COO at Envestnet, is charged with overseeing the growth and expansion of APL, InvestCloud's $3T managed accounts platform.

Continue reading on website
Other news

How Advisors Can Assist Clients in Rebalancing Their Portfolio Over Time

April 15, 2025
Portfolio rebalancing can help clients review their holdings and provide them with an opportunity to regain a stronger foothold in the market.

National Bitcoin Reserve Makes No Financial Sense

April 15, 2025
Bitcoin and its peers are speculative assets. They have value because enough people believe they do, not because they’re backed by a central authority or tied to any intrinsic utility.