Articles tagged "Envestnet"
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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
How David Steele opened six restaurants in the toughest foodie market in the US and then found the nerve to leave JP Morgan
The Bear Stearns veteran deliberately chose Uber-, Twitter- and Dolby-adjacent offices in a trendy San Fran neighborhood
September 14, 2015 at 6:01 PM
A long-form explanation of why -- Wall Street be damned -- Envestnet's purchase of Yodlee might make sense
Nothing will deter the Chicago outsourcer from a future infused with data, according to Envestnet strategy chief Lincoln Ross, who'll shoulder the credit or take the blame for the deal's outcome
September 10, 2015 at 7:59 PM
Quovo rakes in $4.75 million from VC backers and a triumvirate of angel RIAs: Carson, Bicknell and Lockshin
The mini-Yodlee is ready to play the feisty startup role in the RIA account aggregation market
September 1, 2015 at 5:05 PM
How Orion's parent company -- NorthStar -- is recovering, Omaha-style, from underestimating space needs by 45,000 square feet
After hiring 326 people in last 18 months, people are being all but stuffed in closets but a cheap solution is at hand -- a new campus
August 28, 2015 at 4:43 PM
Envestnet stock skidded 35% -- so will it force a rethinking of the Yodlee deal?
The Chicago-based outsourcer's bid to increase shareholder value hazards a counterproductive outcome
August 12, 2015 at 2:59 AM
Envestnet buys Yodlee and its treasure trove of 'permissioned' data by selling its vision of the future of financial advice
The Chicago overachiever's deal is its third Silicon Valley acquisition overall, and second this year
August 10, 2015 at 10:11 PM
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
Envestnet acquires Finance Logix on heels of Upside
The Chicago outsourcing behemoth seeks to unify investment planning and financial planning
May 6, 2015 at 9:57 PM
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 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
Harold Evensky drops Schwab PortfolioCenter for more expensive Tamarac
The principal of Evensky & Katz / Foldes liked that he got more technology without losing Schwab at the core
December 22, 2014 at 4:38 PM
Some notes at MarketCounsel from the pad of a skeptical Peter Giza
The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech
