Articles tagged "James Carney"


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Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?

The Chicago-based outsourcer's bid to increase shareholder value hazards a counterproductive outcome

August 12, 2015 — 2:59 AM UTC

How Joe Mansueto's purchase of ByAllAccounts is mostly a show of faith in the Morningstar brand, global reach and the future of asset-quarterbacking as a billable service

The Woburn, Mass.-based aggregator has the dubious distinction of being a near-monopolist that can't quite crack the profits puzzle, sources say

April 25, 2014 — 5:28 AM UTC

What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?

It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources

May 8, 2013 — 4:13 PM UTC

How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that

The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management

February 11, 2013 — 3:31 PM UTC

How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street

Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence

May 18, 2012 — 4:08 AM UTC

ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011

New partners like Redtail Technology, Envestnet and AssetBook helped pave the way

March 12, 2012 — 3:09 AM UTC

Fiserv purchase of CashEdge could affect account aggregation space

$465 million deal is mostly a payment processing technology-grab, according to ByAllAccounts

July 7, 2011 — 2:26 PM UTC

ByAllAccounts scores another round of venture capital by dominating niche

The account aggregation company impressed new VC firm with high growth and sunny prospects

September 9, 2010 — 4:33 AM UTC

After more than a decade of trying, ByAllAccounts is gaining momentum with advisors -- by taking a new tack

The account aggregation company is working with former competitors like Advent Software

June 3, 2010 — 5:25 AM UTC

Nearly half of advisors now charge clients to manage held-away assets

Shift in billing protocol solves problems for advisors and the clients

February 18, 2010 — 5:19 AM UTC
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