Articles tagged "Envestnet"
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Schwab wins $350-million Philly RIA from Wells Fargo Profit-Formula program with Dynasty Financial's help
The Main Line Strids set the stage for a succession plan and a new round of growth from a King of Prussia perch
February 20, 2014 at 8:02 PM
How big companies stampeded to T3 with big bucks and how it affects the once maverick RIA software show
Broker-dealers, custodians, Salesforce and TAMPs are paid more and played more in Anaheim
February 13, 2014 at 5:49 PM
Envestnet increasingly cuts Schwab out of its RIA software mix and 39 RIAs are leading the way
As new owner of Tamarac, the Chicago outsourcer has its own portfolio accounting, not Schwab PortfolioCenter, as the guts of its mini-ecosystem for the first time
December 11, 2013 at 6:41 PM
Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals
Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers
November 25, 2013 at 9:13 PM
Pershing, Dynasty and Envestnet gang-tackle Credit Suisse and jolt loose $1 billion duo
Hal Lambert and Jeff Wildin held their breakaway fire for several years until they could get all the capabilities -- and keep 100% ownership
November 4, 2013 at 2:56 PM
Part I: Is the era of the monolithic RIA custodian coming to an end?
RIAs, small custodians, co-ops, study groups, roll-ups, TAMPs, compliance shops, OSJ and IBDs are all chipping away at much of what fit under the roofs of Schwab, Fidelity, TD and Pershing
November 1, 2013 at 4:51 PM
Envestnet goes back to its un-marketing marketing approach as Marion Asnes (mostly) leaves and her CMO spot gets deleted
On fire, Envestnet will still 'market' through conferences, advertisements and the like but with a more decentralized command structure
September 10, 2013 at 5:40 PM
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
May 28, 2013 at 6:05 AM
Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry
May 10, 2013 at 5:40 PM
At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model
The former wirehouse exec is satisfied with her own 'gal about town' status but not 'Republican' tendencies of financial advisors
May 7, 2013 at 4:27 PM
Envestnet breaks out ENV2 to oohs, aahs and a few groans at its bust-out event in Chicago
After years of cobbling on capabilities, the TAMP streamlined and made tablet-compatible its web presence, though not to pure approbation
May 2, 2013 at 5:17 AM
As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal
With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies
April 15, 2013 at 5:16 AM
How a TAMP, a New York startup, a $14-billion hedge fund and Brinks are part of bringing cold, hard gold closer to RIAs
Merrill Lynch was first to put Gold Bullion International at advisor fingertips, but now Envestnet will make it easier for independents
April 5, 2013 at 4:37 AM
Top 5 most influential RIA figures of 2012 going into 2013
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces
March 13, 2013 at 9:11 PM
The Mutual Fund Store makes big moves: storming Manhattan, going big on Tamarac and quadrupling its disc jockey force
With John Bunch in charge and Warburg Pincus capital in the tank, the $7.4 billion RIA is making an honest effort at creating a national mass-affluent firm
