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Envestnet Acquires Wheelhouse Analytics

Envestnet Acquires Wheelhouse Analytics

CHICAGO, Oct. 10, 2016 /PRNewswire/ -- Envestnet, Inc. (NYSE: ENV) announced today that it has acquired Wheelhouse Analytics LLC, a technology company that provides data analytics, mobile sales solutions, and online education tools to financial advisors, asset...

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Wealth Management : Bringing in More Women

Wealth Management : Bringing in More Women

Below is an excerpt from a CFA Institute blog. Cheryl Nash, president of Investment Services for Fiserv, knows a lot about what it takes to succeed as a woman in financial services. She began her career at a small technology start-up more than 30 years ago and worked...

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Cheryl Nash Leads Women’s Initiative

Cheryl Nash Leads Women’s Initiative

Cheryl Nash, President Investment Services, Fiserv, will lead the new “Women in Wealth” initiative to empower young women who are seeking careers in wealth management. As a graduate of the program, I am excited to see its growth. I credit much of my success in the...

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