Articles tagged "Envestnet"
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Greg Friedman rallies RIAs at Junxure conference -- then news of Envestnet-FolioDynamix deal turns up the heat
The $2-trillion platform consolidation stunned open architecture-minded CRM-users who suspect bundling's advantages may quickly turn to diminishing returns
October 2, 2017 at 9:00 PM
Hitting home run, Envestnet buys FolioDynamix creating '$2-trillion' super-platform
The Chicago-based giant outsourcer buys its closest competitor for $195 million -- less than what hastily liquidating Actua paid years ago
September 25, 2017 at 11:27 PM
Schwab CTO's speech in NYC spotlights an RIA business addicted to innovation – with no fresh fix in sight
Timothy Heier set the lower-morale tone at In|Vest 2017 of a B2B industry waiting for a Mark Zuckerberg to push it forward again -- perhaps with artificial intelligence as the final frontier
July 20, 2017 at 9:37 PM
Triumphant Phil Fiore set to regain $8.4 billion of AUA that UBS stripped away by firing him in November
Reunited with former partners at newly founded RIA Procyon Partners, and despite a last-minute UBS lawsuit seeking a restraining order, the wirehouse veteran appears to be back in the driver's seat
June 19, 2017 at 2:00 PM
Fidelity-owned VC pumps $10 million into Quovo, which staffs up and prepares for the big leagues
CEO Lowell Putnam plays on 'second-mover advantage' and gets raves from Steve Lockshin, Ron Carson and Marty Bicknell
May 30, 2017 at 6:09 PM
How Neal Simon parlayed a hoity-toity family office RIA into a $5 billion serial buyer in two years by letting the whale swallow him first
The CEO of Bronfman E.L. Rothschild engineered nine roll-ins and liftouts since 2015 and, with a key Cantor Fitzgerald hire, is now turning a hungry eye on NYC
May 11, 2017 at 9:52 PM
Randy Bullard pitches himself into major role at SigFig to add his Placemark knowledge to a robo hothouse
The serially successful wrap-program pioneer convinced CEO Mike Sha that he was the right guy to demystify the legacy-robo tech divide to employees -- and close deals
April 26, 2017 at 5:41 PM
Apex Clearing adds Ron Fiske to its Pershing mafia as it plays bigger for emerging asset class -- RIA digital
Fiske departs Envestnet to rejoin Apex CEO William Capuzzi, a former Pershing colleague, to build on Apex 'big league' success as custodian for firms like Betterment and Wealthfront
February 8, 2017 at 10:05 PM
Lori Hardwick resigns from COO job at Pershing in 'completely unexpected' move
The longtime Envestnet exec is apparently leaving to join an entrepreneurial venture just a year after surprising observers by taking the post at the BNY Mellon subsidiary
February 1, 2017 at 11:27 PM
The inverted reverence dynamic at The In|Vest event and why Bill Crager is so over it
Tomorrow is here: Wirehouse execs and IBM types play groupies as robo-founders leaned back in their chairs
June 23, 2016 at 6:19 PM
Completing matriarchal coup, Pershing raids Envestnet's top drawer to grab Lori Hardwick, whom many thought unpoachable
Pershing's top two executives are now women with Lisa Dolly being replaced as COO by another dynamo
February 11, 2016 at 7:45 PM
Ex-Lockwood CEO Steve Dunlap takes on role at FolioDynamix after being a customer with a bone to pick
With new Actua ownership, Dunlap and capital, FolioDynamix CEO Joseph Mrak says his firm has Envestnet in its sights
January 29, 2016 at 9:04 PM
Why the RIA business starts 2016 without its swagger: 2014 and 2015
What's hot right now? Almost nothing and nobody. But it might be a 'healthy correction' of equilibrium
January 11, 2016 at 11:42 PM
Betterment hires an RIA chief who reframes the vision from 'robo' to 'one-throat-to-choke' custodian -- and viable Schwab competitor
Fresh off selling Upside to Envestnet, Tom Kimberly is Betterment Institutional's general manager and architect of a new vision
November 19, 2015 at 12:31 AM
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
