Articles tagged "Envestnet"
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How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating space needs by 45,000 square feet
After hiring 326 people in last 18 months, people are being all but stuffed in closets but a cheap solution is at hand -- a new campus
August 28, 2015 at 4:43 PM
Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?
The Chicago-based outsourcer's bid to increase shareholder value hazards a counterproductive outcome
August 12, 2015 at 2:59 AM
Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice
The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year
August 10, 2015 at 10:11 PM
Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change
The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback
May 7, 2015 at 8:31 PM
Envestnet acquires Finance Logix on heels of Upside
The Chicago outsourcing behemoth seeks to unify investment planning and financial planning
May 6, 2015 at 9:57 PM
How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved
Financial planning software is hot everywhere you look, from the M&A market to the robo pipelines, driven by a reframing of its very reason to exist
April 21, 2015 at 5:43 PM
Envestnet gets Matt McGinness as it launches an advisor consulting division
The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion
April 15, 2015 at 12:45 PM
Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit
My trip spanned Midtown (Envestnet), the Flatiron District (Betterment) and Wall Street (periphery of the Tiburon CEO Summit)
April 13, 2015 at 7:48 PM
Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform
Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated
March 2, 2015 at 9:08 PM
Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac
The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core
December 22, 2014 at 4:38 PM
Some notes at MarketCounsel from the pad of a skeptical Peter Giza
The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech
December 15, 2014 at 5:55 PM
Envestnet turns its guns on the 401(k) business
With a 57% stake in a new venture, the Chicago SMA supermarketer tackles a second TAMP gusher
December 9, 2014 at 1:35 AM
Philly buyer lays down a cool $199 million in cash to buy FolioDynamix, the better to put Envestnet firmly in its sights
The 'it' factor of the 2007 start-up was its revamped Sungard orphan software with LPL, Pershing and Cetera as anchors
September 17, 2014 at 5:20 PM
Envestnet-Tamarac wins four more RIAs with an average of $5 billion of AUM by selling a vision
The Seattle-based firm signs on CliftonLarsonAllen Wealth Advisors, Beacon Pointe Advisors, Convergent and Freestone
September 10, 2014 at 1:41 PM
HighTower Advisors shows its breadth of appeal by nabbing a 25-year RIA veteran with Moss Adams DNA
The Great Northwest's Triad Wealth Stewardship is now Bellevue Hightower and will stick with Tamarac after a long trial period
