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Chris Shutler

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Articles tagged "Chris Shutler"

Tim Hockey: I understand why advisors might be nervous about that.

Jan 26, 2017

New TD Ameritrade CEO, fresh from bank, will 'reassess' putting TD brand on products and redefining open architecture

Tim Hockey, poised to meet advisors in San Diego next week, allows that RIA business is a 'real gem' but may also be priming the pump to put more proprietary products on the shelves at 600 TD and Scottrade branches

Jud Bergman: The biggest thing was the repricing due to the WMS client. That's the biggest single factor.

Feb 29, 2016

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

Jud Bergman: We've identified about a dozen advisors and two enterprises that want to be [involved] during this first period of introduction of the [quantitative portfolios].

May 28, 2013

5 things Envestnet is doing to grow even faster than most of its clients

The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them

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Chris Shutler

Articles tagged "Chris Shutler"

New TD Ameritrade CEO, fresh from bank, will 'reassess' putting TD brand on products and redefining open architecture

With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call

5 things Envestnet is doing to grow even faster than most of its clients

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