Envestnet Sells Yodlee to Private Equity Firm

Published on June 25, 2025

Envestnet CEO Chris Todd said the deal with STG will allow his company to focus on its core wealth management platform.

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Agencies release list of distressed or underserved nonmetropolitan middle-income geographies

June 25, 2025
Agencies release list of distressed or underserved nonmetropolitan middle-income geographies

Compliance Firm Warns RIAs of Phishing Scammers Impersonating the SEC

June 25, 2025
According to the ACA Group, the emails purport to be from SEC Chief Information Officer David Button and ask for advisors to confirm their emails (likely in an attempt to build trust for future scamming attempts).