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As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal

With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies

Author Brooke Southall April 15, 2013 at 5:16 AM
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Jud Bergman: I think institutions are seeing this as a way go participate in large trends.


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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman

Dynasty Financial Partners LLC
Specialized Breakaway Service, Mergers and Acquisition Firm, RIA Set-up Firm
Top Executive: Shirl Penney



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