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https://riabiz.com/a/2010/2/18/nearly-half-of-advisors-now-charge-clients-to-manage-held-away-assets
https://riabiz.com/a/2021/2/12/investcloud-long-tagged-an-envestnet-killer-sold-at-1-billion-valuation-level-gets-added-to-tegra118-but-some-say-not-so-fast
Anchor text: InvestCloud -- long tagged an 'Envestnet killer' -- sold at $1-billion valuation level, gets added to Tegra118, but some say, not so fast