Envestnet Brings Holistic Wealth Management Platform to Symetra
Envestnet co-founder Jim Lumberg says the ability to see held-away client assets is a business-building opportunity for advisors.
Schwab, Envestnet Join Forces in Data Integration Deal
Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.
Envestnet Closes on Prima Capital Acquisition
Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
Envestnet to Acquire Tamarac for $54 Million; Gets Entrée to Higher-End RIAs
Portfolio technology provider Tamarac has 500 advisor firm clients; will become separate division within Envestnet, which will use available cash to fund the acquisition.
Envestnet to Acquire Prima Capital for $13.7 Million in Cash
Seller Broadridge says Prima is “profitable … but not core.” Prima CEO Gib Watson to run new business unit at Envestnet.
Top Portfolio Products: New PIMCO, State Street Funds
Plus other new products and portfolios are launched by Franklin Templeton, SteelPath, Brown and Envestnet.
Envestnet Closes on Acquisition of FundQuest
Envestnet, headed by Judd Bergman, pays $24 million for FundQuest; $8 billion added to Envestnet platform. FundQuest CIO Clift to become chief investment strategist at Envestnet|PMC.
Envestnet Launches Weekly Market Calls for Advisors
“Market Morning” conference calls will provide access to Envestnet, outside experts.
ByAllAccounts, Redtail Join in Tech Partnership Expanding Access to Client Data
ByAllAccounts and Redtail Technology announced a partnership that will give advisors easier access to a client snapshot that combines client relationship management (CRM) software with clients’ account data.
Envestnet May Not Be Finished With Acquisitions After FundQuest Deal
Envestnet Chairman Jud Bergman says more acquisitions possible following $24 million deal for TAMP provider.