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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

Author Lisa Shidler February 29, 2016 at 6:09 PM
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Jud Bergman: The biggest thing was the repricing due to the WMS client. That's the biggest single factor.

TAMPs


Stephen Winks

Stephen Winks

March 3, 2016 — 12:51 AM

The range and scale of Envestnet’s advisory services is impressive, yet next generation competitors will more heavily utilize technology and their algorithms will be more transparent (Regulation AT).. Thus great downward pressure on pricing, “investor results” and the depth and breadth of values addressed and managed. The free market is a great leveler.
SCW


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Mentioned in this article:

Raymond James Financial Inc.
Asset Custodian
Top Executive: Bill Van Law

Envestnet Inc
TAMP
Top Executive: Jud Bergman



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