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InvestCloud acquires Advicent and the NaviPlan platform Strategic acquisition cements InvestCloud as the leader in financial planning technology, offering a unified digital experience across all wealth segments LOS ANGELES, May 5, 2021 /PRNewswire/ -- InvestCloud, the global leader in cloud-based financial digital solutions, has announced a strategic acquisition of Advicent, the premier cash flow, trust and tax financial planning provider. Advicent, a Vista Equity Partners portfolio company, provides financial planning technology for over 140,000 financial professionals across nearly 3,000 fi...

InvestCloud to acquire Advicent and NaviPlan planning software The acquisition follows the firm’s merger with Tegra118 that drove it to a $1 billion valuation. Market volatility has accelerated a focus on financial planning. May 5, 2021 3 MINS Global technology platform InvestCloud announced Wednesday it is acquiring financial planning software developer Advicent and its NaviPlan platform in a move that could position the firm to rival wealthtech powerhouses like Envestnet.  Terms of the deal were not disclosed. The acquisition comes as market volatility has accelerat...

Each day, Benzinga takes a look back at a notable market-related moment that happened on this date. What Happened On Nov. 6, 1907, a ship carrying $7 million in gold arrived from London to revive the floundering U.S. economy. Where The Market Was The Dow Jones Industrial Average was in the midst of... Read More...

Get Rich Quick Scheme What Is Happening? Three of the largest brokers raked in more than $300 million in Q1 2020 by offloading orders to large trading firms. TD Ameritrade brought in the most, according to regulatory filings from the Q1, with E*Trade and Charles Schwab also posted notable figures... Read More...

Nicholas was born on January 31, 1761, in Williamsburg and was the son of Robert Carter Nicholas and Anne Cary Nicholas. His father was a prominent member of the House of Burgesses and later treasurer of the colony and a judge of the state’s High Court of Chancery. After moving with his family to Hanover County during the American Revolution, Nicholas reportedly spent time as a student at the College of William and Mary about 1779. He was appointed a lieutenant of Virginia’s volunteer troops in 1780. That same year his father died and Nicholas, his mother, and her other children, includin...