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Asset management

Envestnet
Products and Services / Technology

Envestnet Expands Data Tools as Platform Usage Surges

September 25, 2026September 23, 2026 - by Timothy Alexander

BERWYN, PA — Envestnet expanded benchmarking, portfolio monitoring and asset-manager intelligence in its third technology release of 2026 as use of its Wealth Data Platform continued to accelerate, with users …

Envestnet Expands Data Tools as Platform Usage Surges Read More

Business
Regional

Lansing Street Tops $500 Million as Founder Earns RIA Ranking

August 15, 2026August 13, 2026 - by Timothy Alexander

AMBLER, PA — Lansing Street Advisors has grown to more than $500 million in assets under management since its 2020 founding while expanding its senior leadership, a period of growth …

Lansing Street Tops $500 Million as Founder Earns RIA Ranking Read More
The Institutes
Business

The Institutes, InsuranceAUM Launch CIIM Designation

February 21, 2026February 19, 2026 - by Timothy Alexander

MALVERN, PA — The Institutes, in collaboration with InsuranceAUM.com, has launched the Chartered Insurance Investment Manager designation, a new professional credential focused on insurance asset management, the organizations announced.

The Institutes, InsuranceAUM Launch CIIM Designation Read More

Pennsylvania Treasury
Pennsylvania

Pa. Treasury Stands Alone Nationwide With Elite Global Investment Seal

February 3, 2026February 3, 2026 - by Maryann Pugh

HARRISBURG, PA — Pennsylvania’s Treasury Department has once again passed an independent verification confirming its compliance with the Global Investment Performance Standards, a distinction that state officials say makes it …

Pa. Treasury Stands Alone Nationwide With Elite Global Investment Seal Read More
SEI Investments Company
Regional

SEI Research Highlights Data Replication Challenges in Private Market Fund Administration

June 14, 2025June 13, 2025 - by Timothy Alexander

OAKS, PA & LONDON — A new study from SEI® (NASDAQ: SEIC) reveals the operational inefficiencies and cost burdens stemming from data replication in private market fund administration. Conducted in …

SEI Research Highlights Data Replication Challenges in Private Market Fund Administration Read More

Venerable
Executives

Venerable Expands Leadership Team with Key Appointments and Promotions

March 31, 2025March 30, 2025 - by Timothy Alexander

WEST CHESTER, PA — Venerable has strengthened its leadership team with the announcement of two new executive appointments and the promotion of two long-serving team members. George Alvites has joined as …

Venerable Expands Leadership Team with Key Appointments and Promotions Read More
Envestnet
Business

Envestnet Honors 2025 Asset Manager of the Year Award Winners

March 15, 2025March 14, 2025 - by Timothy Alexander

BERWYN, PA — Envestnet announced the winners of its 2025 Asset Manager of the Year Awards during the Manager Forum at Envestnet Engage, held at the Vinoy Resort in St. Petersburg, …

Envestnet Honors 2025 Asset Manager of the Year Award Winners Read More

Trending News

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