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8 articles
MoneyGuidePro founder sees mortgage angle • Commonwealth's spun-off software unit thrives in second life
The Fidelity-eMoney combination was a big success but a Yodlee-MGP pairing could turn the tide in the battle for the advisor desktop. Just don't call it 'competition'
MoneyGuidePro's growth rate is declining, it's only '5% accretive' and Envestnet is already fully integrated, but unless the price got paid, the broader network was out in the cold
The big execu-shuffle may reflect influx of power players into the business of financial planning software -- perhaps hottest of RIA technology categories
Apt metaphors for the state of the RIA business included a giant alarm clock and an actual drone delivering financial advice in the time of robo
MoneyGuidePro's Bob Curtis flipped the bird at potential VC cash-bearers as Fidelity-owned eMoney vowed it was still a scrapper
David Loeper says he's "extraordinarily pleased" but Bob Curtis echoes that sentiment and says his company's work with UBS is stronger than ever
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