Envestnet to Buy Yodlee for $660M
This deal will give the wealth-platform provider a data aggregator with a popular financial website.
New Hire Roundup: Envestnet Names Hardwick President of Advisor Services
Meanwhile, New York Life has appointed Kathleen Navarro its chief diversity officer.
Envestnet to Acquire UMA Firm Placemark for $66 Million
All-cash deal will result in bigger presence for Envestnet among regional BDs, with close to 2,000 strategies on its platform.
At Summit, Envestnet Unveils Education Portal for Advisors, Upgrade for Tamarac
Portal uses content from Vanguard, Putnam, Russell and Brinker; tech upgrade meant to enhance current client experience and help attract the "next generations of investors."
At Envestnet’s Advisor Summit, It’s All About Innovation
With a jump in attendance this year, annual event in Chicago will welcome 800 advisors and speakers from Putnam’s Bob Reynolds to Wired’s Chris Anderson.
Envestnet’s Strategy Opens Window Into Future of Independent Advice
A discussion with Bill Crager and Stuart DePina of Envestnet shows where independent advisors are going and who their partners will be.
Envestnet Unveils ‘Intelligence’ Initiative at Advisor Summit
“It’s not a product; it’s not a platform,” explained Bill Crager, Envestnet’s president. “It’s completely integrated technology that pulls together resources to provide on-demand information.”
6 Attributes of Business Pioneers: Envestnet’s Bergman
Members of Envestnet’s senior management kicked off the firm’s advisor summit in Chicago on Wednesday with an inspirational session on the characteristics of pioneers.
Envestnet Launches Weekly Market Calls for Advisors
“Market Morning” conference calls will provide access to Envestnet, outside experts.
The Relationships Manager
Ron Fiske first worked with Jud Bergman and Bill Crager 10 years ago when he was a managing director at Pershing.