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Articles tagged "Tamarac"


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Bill Crager: I don't think because we're in a COVID uncertain age, that we're seeing the growth that we saw over the last quarter.

Envestnet's shares are surging; it's getting Tamarac's 1,000-plus RIAs to invest more of their $1.2 trillion of assets in its managed accounts and MoneyGuidePro is succeeding as part of the Tamarac bundle

CEO Bill Crager told analysts that RIA clients are connecting to his Chicago outsourcer more broadly, improving profits and making the outlook bright

August 15, 2020 at 1:46 AM

Dani Fava: I have been able to get to know Envestnet's unified technology platform through our deep integrations over the years.

Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product

The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.

July 23, 2020 at 1:42 AM

Bill Crager: It's very hard to understand what happened. The word shocked breathtaking stunned don't describe it.

Interim CEO Bill Crager no-comments sale rumors but affirms 'leadership clarification' is coming soon as Envestnet quickly converts 100 PortfolioCenter users to Tamarac

In first quarterly meeting since Jud Bergman's death, wingman Crager had good news that includes major deal with Equifax

November 14, 2019 at 11:31 PM

Jud Bergman: “We expect the insurance exchange will be a solid contributor to our growth in subscription based revenue in 2019.

Envestnet shares spike, but fundamentals reassure Wall Street, rather than big future annuity profits, gaining 2,300 Schwab RIAs on the cheap and diminished Yodlee pain

Replicating SMA success on insurance side and tripling Tamarac customers is exciting but analysts may be more attuned to earnings growth and billions in 'conversions' to subscriptions

February 27, 2019 at 7:14 AM

Devin Vigil: [If] you dangle some money in front of Abar in his 20s, it's a different story than dangling some now .… He wants redemption.

Matt Abar hopes three's a charm with FinFolio cloud launch and robo play

FinFolio finally goes 2.0 and gets $20-billion assets bump, but there's a lot of ground to make up

April 5, 2018 at 12:08 AM

Neesha Hathi, who spent six years selling the Schwab-Salesforce super bundle, will now need a new pitch.

Schwab gives Salesforce the heave-ho as hub of Intelligent Integration

150 RIAs are scrambling for a new CRM arrangement ahead of a July 31 drop-dead date as the San Francisco custodian unwinds the once exalted partnership

March 31, 2016 at 3:03 AM

Jon Baum: If you go and visit the company in Omaha, there's no sense that it's a family business. There are two main campuses and it's a very big and professionally run business.

Orion's parent NorthStar tops 700 employees, finishes second Omaha campus and taps a super-exec from central casting to run it all

With Eric and Todd Clarke handling day-to-day challenges at Orion and CLS, NorthStar finds an un-Clarke in Jon Baum, former CEO and chairman of The Dreyfus Corp.

March 24, 2016 at 7:02 PM

Brooke Southall: RIA vendors are selling the wrong product, selling it in the wrong spirit or marketing it in the wrong way.

How vendors fail RIAs -- and themselves in the bargain -- by insulting RIA intelligence

Anything with a whiff of closed architecture, overcharging, inauthenticity, opacity or idiocy masquerading as information is a long-term credibility corrosive

December 9, 2015 at 12:42 AM

Matthew Papazian [l. w/Ross Fox, Sarah Keys, Dick Sisung and Marti Awad]: We had no intention of ever going after them.

What Merrill Lynch was able to strip away from breakaway RIA Cardan Capital and why the advisors made the 'tactical' decision to let go

These Denver-based advisors achieved a rarefied status at BoA's broker-dealer as money manager and wealth manager before deciding to bolt

December 1, 2015 at 7:46 PM

Tricia Rothschild: We haven't allowed advisors to act. Now when you want to make a trade, you don't need to go somewhere else.

Morningstar buys standalone rebalancer to fulfill its all-in-one vision by getting Sheryl Rowling to cash out and go back to RIA

This way M'star gets to intellectually fuel trades but execute lift-off without an awkward hand-off out of its own software zone

October 12, 2015 at 5:09 PM

Anil Arora:  We are powering some of the biggest financial institution, investment and wealth management entities in Canada, the United Kingdom, Australia, South Africa, India.

This time Envestnet plays most cards face up as analysts press again for cogent Yodlee deal rationalization

Jud Bergman supposes, though not until 2020, that the merger will yield an extra $200 million in revenues

September 24, 2015 at 11:44 PM

Pete Hess: This business is addictive.

Pete Hess will shop for software firms to build in-house Black Diamond bundle

The Advent CEO says his firm, under SS&C ownership, will consider buying CRM, financial planning and rebalancing firms

June 18, 2015 at 2:45 PM

Shirl Penney at home in Eastport, Maine: There's no question that this deal speaks to me.

Why quiet co-breakaway of LPL and Ameriprise advisors in Downeast Maine speaks so loudly to Shirl Penney

Penney, who arrived in New York in a $13 suit and built Dynasty, is reconnecting with his home state by signing on a Brunswick breakaway

May 12, 2015 at 4:57 PM

Jud Bergman: They all tell me that their clients don't want it.

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

Stuart DePina:  All that plumbing is there but it's not what the end investor sees. This Upside technology is the last mile

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

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