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Director, Securities & Investments at Datos Insights

Thoughts c/o Oisin Breen and RIABiz.com on the increasingly close collaboration between Fidelity Investments and Envestnet, Inc. And separately, a question: with the acquisition of Envestnet by Bain Capital, is there still room in the mix for FNZ Group? #custody #technology #TAMP #managedaccounts #SMA #models #TAMP #platform #digital #advisors #RIA #distribution Susumu, Steven Suzuki Wally Okby Lisa A. Brignoni Asher, CFA Datos Insights https://lnkd.in/g-AjWa-i

The minor 20-year Fidelity and Envestnet collaboration just got major as FMAX begins to take off and the two companies seek to press the advantage | RIABiz

The minor 20-year Fidelity and Envestnet collaboration just got major as FMAX begins to take off and the two companies seek to press the advantage | RIABiz

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