Articles tagged "Envestnet"
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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
August 1, 2014 at 6:34 PM
After years of working to stand on its own two feet, Placemark staggers into the arms of Envestnet
The future looked nova-bright in 2006 when Smith Barney labelled the Dallas-based advisor, but since then the UMA specialist has fallen short of expectations
July 3, 2014 at 3:24 PM
Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab
Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport
May 16, 2014 at 9:05 PM
Bill Crager: I've got your back against the attack of the killer robo-advisors
Bringing the wood at the Envestnet Advisor Summit, the president allows that online advisors are crackerjack at providing account views 24-7 but human advisors can close that gap
May 16, 2014 at 2:57 AM
What exactly lured a sparkling Morgan Stanley advisor and $1.2 billion to a retreaded brand name attached to a fledgling RIA
Carrie Gallaway and partner Andrew Stern got no signing bonus but the Lebenthal brand, and what Frank Campanale is building with Fortigent, Envestnet and BNY Mellon, attracted them
March 28, 2014 at 4:38 AM
How Envestnet is taking its stranglehold on money-managers-to-IBD reps distribution to a much wider channel base of financial advisors
The Chicago-based giant will use standards, critical mass, manager relations, folio technology and a special MMI blessing to cut costs and hassles in a way that shift the cost paradigm
March 17, 2014 at 6:40 AM
The 6 biggest trends affecting the RIA business
Alois Pirker, Mike Durbin and Meredith Rice help RIABiz paint the Big Picture for private wealth management in the U.S. and beyond
February 24, 2014 at 5:35 AM
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
