Mar 2, 2015
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
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Jud Bergman
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Articles tagged "Jud Bergman"
Page 3 of 3Dec 15, 2014
Some notes at MarketCounsel from the pad of a skeptical Peter Giza
The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech
Aug 28, 2014
Elliot Weissbluth will referee -- with a human bias -- a debate on robo-advisors starring Joe Duran, John Michel, and Jon Stein
MarketCounsel Summit also adds a second panel: Fortigent's Jamie McIntyre mediating Envestnet’s Jud Bergman, LPL’s Victor Fetter, and ActiFi’s Spencer Segal on an advisor support futurist theme
May 16, 2014
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 28, 2013
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 2, 2013
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
Apr 15, 2013
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
Mar 13, 2013
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
May 3, 2012
As it closes its $54-million purchase of Tamarac, Envestnet details plans to deploy $7 million worth of retention incentives
The big outsourcer says it wants Tamarac's execs to stay aboard -- and not just for the a few months
Feb 16, 2012
Big deal: Envestnet will acquire Tamarac for $54 million
The big Chicago outsourcer nabs the fast-riser in the RIA software business and one competitor says: "now what?"
Dec 16, 2011
With FundQuest off its plate, Envestnet is ready for a helping of new deals
The Chicago outsourcer has IPO cash, deal experience and an appetite for growth
Aug 8, 2011
Why exactly Envestnet bought an investment manager that already sat on its platform
The $24 million purchase means FundQuest advisors will have direct access to PMC funds and avoids 'customer inducement costs'
Aug 16, 2010
How Envestnet may use its IPO to speed growth
The IPO cash positions it for capital-intensive deals and acqusitions, but the big TAMP may not be rushing in to anything