Articles tagged "Bill Crager"


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After leaving Envestnet, Jay Hummel pops up at American Century with a 21st century plan

The former 'thought leader' is moving three children to Kansas City to more rapidly move the old-line mutual fund company to action

January 4, 2017 — 7:06 PM UTC

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

June 23, 2016 — 6:19 PM UTC

With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call

WIth a not-yet-integrated Yodlee, trouble with a big client, Lori Hardwick's departure and a recent history of muddy communication, CEO Jud Bergman worked hard to reassure

February 29, 2016 — 6:09 PM UTC

Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights

January 29, 2016 — 9:04 PM UTC

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 — 4:51 PM UTC

Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice

The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year

August 10, 2015 — 10:11 PM UTC

How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved

Financial planning software is hot everywhere you look, from the M&A market to the robo pipelines, driven by a reframing of its very reason to exist

April 21, 2015 — 5:43 PM UTC

Envestnet gets Matt McGinness as it launches an advisor consulting division

The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion

April 15, 2015 — 12:45 PM UTC

Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit

My trip spanned Midtown (Envestnet), the Flatiron District (Betterment) and Wall Street (periphery of the Tiburon CEO Summit)

April 13, 2015 — 7:48 PM UTC

Envestnet turns its guns on the 401(k) business

With a 57% stake in a new venture, the Chicago SMA supermarketer tackles a second TAMP gusher

December 9, 2014 — 1:35 AM UTC