News, Vision & Voice for the Advisory Community
Tag
6 articles
The Harvard-Yale-McKinsey alum got a 'level of specificity' from chatting with his advisor firm's CIO about Envestnet's 'importance' and 'how it could be better.'
Envestnet has now written off 48.6% of the $590 million it spent buying Yodlee in 2015, after unit failed to meet expectations as standalone data purveyor or internal 'wellness' engine.
The famed Boston private equity firm already has big stakes in Carson Wealth and CI Financial and may be in the hunt for other acquisitions.
The majority owner of the $35-billion RIA remains chairman but will shift focus to 'humanitarian' concerns
The word-of-God consultant told the Omaha, Neb. software maker to build Eclipse, which worked well, and sparked demand for asset management and marketing experts
The big IBD also confirmed long-whispered rumors that it's begun to offshore some operations
The Industry Sourcebook for RIAs
RIABiz Directory
sponsored by