Displaying 123 results
Envestnet revenue up 5% during pandemic
The TAMP is eyeing ways to ramp up adviser usage of its quantitative portfolios after experiencing double-digit percentage growth during the second quarter
Envestnet Yodlee to launch client data analytics tool for advisers
Insight Solutions gives advisers access to additional client data points for a fee
Envestnet MoneyGuide rolls out free data analytics tool for advisers
The new functionality provides metrics via a web-based dashboard
Big data and financial wellness in Fava’s wheelhouse at Envestnet
The popular strategist will utilize data and technology to deliver new products to advisers
TD’s Dani Fava joins Envestnet as Schwab merger looms
More top-level departures are expected as the $26 billion megamerger draws nearer
Model portfolio assets dropped to $3 trillion in first quarter
More than half were in adviser-led portfolios, according to Broadridge research
The latest in financial adviser fintech — June 2020
We look at the big news, announcements and underlying trends and developments in the world of technology solutions for financial advisers and wealth management!
Reporting technology for RIAs
As breakaways build their tech stack, the reporting provider serves as a 'hub' through which data flows to the firm's back-office infrastructure
Schwab and Envestnet Yodlee strike deal on data sharing
Clients will be able to connect with 1,200 providers on the data aggregator's platform
Envestnet names William Crager CEO
The former president had been serving as interim leader since October
Envestnet cancels 2020 Advisor Summit Conference
The annual event was scheduled to be held next month in Austin, Texas
T3 attendees at odds over actual adviser count at conference
Conference founder Joel Bruckenstein denied suggestions that attendance has decreased or competition has increased
On the character of icons
The sine qua non of an icon is his or her integrity and honor
Lawmakers demand FTC investigate Envestnet Yodlee for selling consumer financial data
The data aggregator maintains it is in compliance with laws, regulations and best practices on data security and privacy
LPL integrates Envestnet MoneyGuide with ClientWorks
The firm is hoping to make it easier for brokers to embrace financial planning
Jud Bergman remembered, and what happened at Envestnet when the CEO suddenly died
At the MarketCounsel Summit, a moving discussion about the firm's founder, and what his death can teach RIAs about succession planning.
Envestnet founder and CEO Jud Bergman killed in automobile crash
Co-founder Bill Crager was named interim chief executive.
Envestnet founder and CEO Jud Bergman killed in automobile crash
Co-founder Bill Crager was named interim chief executive.
Envestnet’s Hardwick: Women need support at work and at home in order to succeed
The executive credits strong mentors and her husband for the success she has achieved today.
Envestnet is the industry’s 800-pound tech gorilla
Envestnet says it wants to be advisers' one-stop shop for investment services and technology. So far, it has been willing to put its money where its mouth is.
