Articles tagged "Bill Crager"
Headline
Publish date
How it is that the new, new thing in financial advice is an old, old thing retreaded and vastly improved
Financial planning software is hot everywhere you look, from the M&A market to the robo pipelines, driven by a reframing of its very reason to exist
April 21, 2015 at 5:43 PM
Envestnet gets Matt McGinness as it launches an advisor consulting division
The problem for the Chicago outsourcer is that its insourcers are stung by 2008 and operating in suboptimal fashion
April 15, 2015 at 12:45 PM
Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit
My trip spanned Midtown (Envestnet), the Flatiron District (Betterment) and Wall Street (periphery of the Tiburon CEO Summit)
April 13, 2015 at 7:48 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
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
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
Envestnet struts upmarket stuff by signing a $1.5-billion, a $3.3-billion, a $2.3-billion and a $4-billion RIA to big technology deals
Post-Tamarac acquisition and bolstering, the Chicago-based king of SMAs to IBDs poached accounts from the likes of The Colony Group, Henssler Financial, Laird Norton, RegentAtlantic from legacy RIA providers
November 25, 2013 at 9:13 PM
Envestnet goes back to its un-marketing marketing approach as Marion Asnes (mostly) leaves and her CMO spot gets deleted
On fire, Envestnet will still 'market' through conferences, advertisements and the like but with a more decentralized command structure
September 10, 2013 at 5:40 PM
Having won advisor assets, Envestnet's next -- more Google-like -- play is for their smarts
The Chicago outsourcer will soak up and synthesize information from 23,000 advisors and distribute it in real time in an effort to create one big giant brain out of an atomized industry
May 10, 2013 at 5:40 PM
At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model
The former wirehouse exec is satisfied with her own 'gal about town' status but not 'Republican' tendencies of financial advisors
May 7, 2013 at 4:27 PM
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
May 2, 2013 at 5:17 AM
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
