Citizens meanwhile extends its presence in Florida with a $750 million team from RBC and Envestnet hires a new CEO.

The Retirement Advantage (TRA), based in Appleton, Wisconsin, announced Jan. 23 that it is partnering with Empower, Envestnet and FiduciaryxChange to introduce the TRA Select 401(k) Pooled Employer ...

A month after going private in a $4.5 billion sale to Bain Capital, Berwyn-based Envestnet has named Chris Todd as its new ...