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Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat

The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns

Author Guest Columnist Timothy D. Welsh October 2, 2017 at 9:00 PM
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Greg Friedman (r., with Doug Fritz):This used to be a much more collaborative industry.

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Related Moves

April 26, 2023 at 11:25 PM

Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints

The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with

March 20, 2024 at 1:25 AM

Envestnet shares popped -- up 8% today -- after Wall Street filtered out bad news and staked its bet on confidence in a new team

The Berwyn, Pa., firm sugar-coated nothing but ended up with a sweet stock price result as analysts see good outweighing bad.

February 24, 2024 at 3:33 AM

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January 23, 2024 at 2:07 AM

See more related moves

Mentioned in this article:

Junxure
CRM Software
Top Executive: Greg Friedman

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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