Registered Rep. is finally changing its name
It'll be WealthManagement.com for online content and the print publication also gets a modified moniker
Envestnet just named an ESG head to meld 'wellness,' 'The Intelligent Financial Life' and 'sustainable investing' into a single nirvana -- that starts outside of the product realm
Ron Ransom earned CEO Bill Crager's trust as chief business development officer and now will define how Envestnet conducts itself as a global citizen and vendor of wellness.
July 27, 2022 – 2:27 AM
Envestnet and Edmond Walters end odd couple 'Apprise' relationship with buyout, but leave open the door to jointly pursue RIA-to-entrepreneur dashboard... later
The MoneyGuidePro owner and eMoney founder execute clean break with Apprise IP rebranded as 'Wealth Studio.' Walters off to the races with a startup and vague promise to collaborate later.
April 6, 2021 – 12:50 AM
Envestnet turns to former FIS executive -- and replaces a CTO -- to help shape up the firm's disparate offerings into a unified whole around the concept of 'wellness'
The Chicago outsourcer gets Donna Peeples to harmonize products and marketing to move beyond the 'TAMP' label as Orion contends for market share with Brinker added.
November 10, 2020 – 2:45 AM
Slow, I think is good, although 10 years is a long time, in anyone’s books. Changing a name is a big deal, especially when the name is also a title people used.
Who would have thought 10-15 years ago, that so many firms would be gone and that the direction clients are going is —- off Wall Street.
Heck, it took me a long time to not call FAs, RR’s even though I knew mine was an FA. :) As old habits take a while to totally disolve.
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