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The Chicago firm is the latest to conclude that 'account aggregation' is a brutal business; Yodlee, Mint and Pontera have also experienced frustration.
Federal District Court Judge Jennifer L. Hall has given both parties until Jan. 20 to jointly report on the case, which strongly suggests a settlement is in the offing.
Special court-appointed master blasts Envestnet for handling of crucial data, clears way for jury trial but also stops short of recommending harshest sanction
Under new CEO and new owner, the Berwyn, Pa,, wealth platform is liquidating the account aggregation unit and maintaining long term license agreements
Kim is now head of 'RIA' TAMP • In broad daylight, AssetMark edges closer to swallowing Adhesion • Ackman irked over ‘massive, disproportionate’ tariffs • Fisher sees market upside, if and when tariffs fail.
Judge Jennifer L. Hall dismissed two summary judgment motions and a series of futile counterclaims that likely paves the way for a settlement
Schwab pares short-term borrowing costs • Yodlee hires document-scraper • eMoney adds portal customization • Ritholtz settles into middle-age with fatter fees.
The outsourcer swallowed a $191-million bitter pill, explained the data disaster that led to it, offered minimal forward guidance on results, or a future CEO, but Tamarac RIAs are catching on as SMA clients and imminent RIA custody is deemed 'extremely strategic'
Former CEO Jud Bergman made daring move in 2015 with expensive Yodlee purchase to lift the outsourcer into the big leagues but has proven mostly to be an albatross, at least to earnings
The $5-trillion Berwyn, Pa., software, investments company and Yodlee owner reveals the next generation of leaders succession and, it hopes, success for shareholders
The Feds see Plaid acquisition as naked attempt by Visa to perpetuate a monopoly with 'insurance policy;' the card giant responds with acerbic aplomb.
Makan Delrahim says he won't let Bain run out the clock and the assistant US Attorney sued for the documents as part of the DOJ's antitrust investigation.
Envestnet modernized Yodlee, cut fees, after clients dumped it for upstarts and now the fixed-up fixer-upper is worth more in-house than on the auction block, CEO Crager says.
Delaware judge says 'FinApps' lawsuit can go deeper in discovery but not on counts where he had a say; Yodlee may get dragged to court, too, in Northern California but the Chicago firm's stock holds mostly steady at $82
The San Francisco-brokerage is private-labelling MoneyGuidePro plan software and Yodlee for aggregated account data, to launch free retirement planning onto the market ahead of closing its merger with TD Ameritrade.
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