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A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might make sense

Nothing will deter the Chicago outsourcer from a future infused with data, according to Envestnet strategy chief Lincoln Ross, who'll shoulder the credit or take the blame for the deal's outcome

Author Brooke Southall September 10, 2015 at 7:59 PM
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Lincoln Ross: That picture the advisor gets in sitting down with a client changes potentially the moment the client walks out the door.


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Behind the scenes, Envestnet's board of directors had much to tussle over before finally subtracting the 'interim' from Bill Crager's CEO title

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April 2, 2020 at 2:34 AM

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Mentioned in this article:

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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