People Moves Related to "Fiserv purchase of CashEdge could affect account aggregation space"
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Morningstar moves on from ByAllAccounts -- sending it to a startup incubator -- 12 years after former CEO Joe Mansueto invited doubts by paying a premium for it after market already appeared commoditized
Apr 11, 2026The Chicago firm is the latest to conclude that 'account aggregation' is a brutal business; Yodlee, Mint and Pontera have also experienced frustration.
Jeff Yabuki puts InvestCloud 'brand identity' under McKinsey & Co. review and signals that no job is safe as Pete Hess exits: report
Mar 15, 2024The 64-year-old InvestCloud CEO got dragged out of the Motive boardroom to reclaim control of the private equity firm's ROI -- and he's proving that nothing is sacred.
After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty
Jan 23, 2024Motive hopes Jeff Yabuki, 66, can restore magic after old InvestCloud management put the 'icing before the cake' in the eyes of one analyst.