News, Vision & Voice for the Advisory Community


Yodlee schools RIA tech startups at The Vault and RIABiz stops by

Hedgeable and Totum were among attendees at the San Francisco brain-in where Yodlee exposes its API and lends its experience

Author Brooke Southall March 7, 2016 at 9:42 PM
no description available
Min Zhang: It seems advisors don't want us to stop there; the want us to provide solutions. And I think they're right


Bill Winterberg

Bill Winterberg

March 7, 2016 — 10:20 PM

Did Shadow ever get a cookie?

Brooke Southall

Brooke Southall

March 7, 2016 — 10:30 PM

I was able to wrangle a few cold cut leftovers for Shadow!

Related Moves

July 23, 2020 at 1:42 AM

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

With Jud Bergman gone at a chairman, a power struggle ensued to fill that spot, and the process dragged when taking the company private came under review

April 2, 2020 at 2:34 AM

Mentioned in this article:

Hedgeable, Inc.
ETF Manager
Top Executive: Mike Kane

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