Articles tagged "Bill Crager"


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Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 — 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 — 2:34 AM

Envestnet, caught in speculative web over possible Yodlee spinoff--or sale of company, itself--has Wall Street scrambling to buy on the rumor

'Large private-equity firms, in particular, are said to be interested,' Barron's reports, but who's driving the conversation--the company, news media or speculators?

February 3, 2020 — 8:26 PM

After finally knocking down a wall at LPL, Envestnet takes a minority stake in Dynasty Financial, puts Bill Crager on the board and prepares for future upmarket

The Chicago outsourcer hopes to go deeper with big RIAs and enterprises -- starting with an exchange of B2B loans and other wares from Shirl Penney's firm.

January 10, 2020 — 2:33 AM

Interim CEO Bill Crager no-comments sale rumors but affirms 'leadership clarification' is coming soon as Envestnet quickly converts 100 PortfolioCenter users to Tamarac

In first quarterly meeting since Jud Bergman's death, wingman Crager had good news that includes major deal with Equifax

November 14, 2019 — 11:31 PM

Oleg Tishkevich signs Envestnet to a contract with a company he started during an Envestnet non-compete -- and four years after selling Finance Logix to it for $32 million

Invent.us hits the ground running with several contracts reflecting friends in high places but critics ask whether he can fly so close to the sun without getting scorched

April 20, 2019 — 2:19 AM

Raj Udeshi invokes 'Theranos' fraud in testy exchanges over data collection with Envestnet's Bill Crager and Jud Bergman at Tiburon CEO Summit

HiddenLevers co-founder offended some audience members with his accusations, but others say he raises a valid concern: Where is the line drawn for firms capturing and selling advisor and client data?

April 9, 2019 — 2:29 AM

Jud Bergman remakes Envestnet into two units and Bill Crager and Stuart DePina will head them as Anil Arora exits

Anora came three years ago in Yodlee deal and DePina came seven years ago with Tamarac purchase; Crager now oversees all advisors, including RIAs

January 10, 2019 — 11:11 PM

BlackRock buys Envestnet's love for $123 million to crack its 'open-architecture' platform and sets stage for another juicy Envestnet acquisition

The $6-trillion New York mega-manager buys 5% stake in the $2-trillion Chicago clearinghouse to get most-favored-vendor status in 'open architecture' environment

November 29, 2018 — 1:20 AM

Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight

Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier

July 20, 2017 — 9:37 PM

After leaving Envestnet, Jay Hummel pops up at American Century with a 21st century plan

The former 'thought leader' is moving three children to Kansas City to more rapidly move the old-line mutual fund company to action

January 4, 2017 — 7:06 PM

The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it

Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs

June 23, 2016 — 6:19 PM

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

February 29, 2016 — 6:09 PM

Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick

With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights

January 29, 2016 — 9:04 PM

Curian Capital predators position to pounce -- but a few copiously keep their distance to avoid quills

As smaller TAMPs play the finesse game, SEI, AssetMark and Envestnet, with combined $100 billion-plus AUM, see a path to play up their size and scale after the smaller TAMP falters

August 17, 2015 — 4:51 PM