Aug 12, 2015
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
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James Carney
10 articles
Articles tagged "James Carney"
Apr 25, 2014
How Joe Mansueto's purchase of ByAllAccounts is mostly a show of faith in the Morningstar brand, global reach and the future of asset-quarterbacking as a billable service
The Woburn, Mass.-based aggregator has the dubious distinction of being a near-monopolist that can't quite crack the profits puzzle, sources say
May 8, 2013
What is up with Bloomberg launching an RIA, BloombergBlack, and hiring a bunch of ex-TD, -Fido and -Schwab folks to staff it?
It's not clear how this fits in with Bloomberg's bigger plan and the effort seems a little tentative but the data giant has resources
Feb 11, 2013
How Blueleaf sees itself taming the RIA's two betes noire -- and how it is being challenged on that
The new-ish Cambridge-based company has big deals with Redtail and MoneyGuidePro and hopes, amid skepticism aplenty, to literally change wealth management
May 18, 2012
How the Facebook IPO is creating the mother of all RIAs, Iconiq, and what an in-your-face it is for Wall Street
Breakaway out of Morgan Stanley, Divesh Makan, attracts the Mark Zuckerbergs and Sheryl Sandbergs of the world with his pedigree and presence
Mar 12, 2012
ByAllAccounts doubled advisory assets aggregated to $400 billion in 2011
New partners like Redtail Technology, Envestnet and AssetBook helped pave the way
Jul 7, 2011
Fiserv purchase of CashEdge could affect account aggregation space
$465 million deal is mostly a payment processing technology-grab, according to ByAllAccounts
Sep 9, 2010
ByAllAccounts scores another round of venture capital by dominating niche
The account aggregation company impressed new VC firm with high growth and sunny prospects
Jun 3, 2010
After more than a decade of trying, ByAllAccounts is gaining momentum with advisors -- by taking a new tack
The account aggregation company is working with former competitors like Advent Software
Feb 18, 2010
Nearly half of advisors now charge clients to manage held-away assets
Shift in billing protocol solves problems for advisors and the clients
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