05/03/2023

J.P. Morgan Completes Acquisition of Aumni

The acquisition of Aumni solidifies J.P. Morgan’s commitment to building the leading private markets platform for companies, their employees and investors, as well as its confidence in the resilience of the venture-backed ecosystem.

04/27/2023

Goalsetter teams with Envestnet

Financial advisors now have a greater responsibility to communicate the value of financial education to all generations, especially as there is currently a substantial generational wealth transfer taking place.