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Articles tagged "Enevestnet"


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Dani Fava: I have been able to get to know Envestnet's unified technology platform through our deep integrations over the years.

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 at 1:42 AM

Edmond Walters: For me it's like being a fox in the hen house.

eMoney Founder Edmond Walters musters every resource in launching 'Apprise Labs' and makes no bones that it's aimed at disrupting the market leader -- eMoney

Walters gets MoneyGuidePro and Envestnet to each takes 33% stakes and bring their talents, data and market reach to reinventing financial planning to include a future beyond death and taxes

February 1, 2019 at 5:06 PM

Eric Clarke: We need to be willing to embrace the advisor's vision, even if at times it means we have competitive overlap.

Orion wins its 95th LPL advisor to show it's also advancing on Envestnet in the broker-dealer market and greening up its pastures

The Omaha, Neb.-based software maker just bagged $5-billion AUA OSJ, Independent Advisor Alliance

August 13, 2018 at 5:54 PM

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

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 at 6:09 PM

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