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 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.
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 May Not Be Finished With Acquisitions After FundQuest Deal
Envestnet Chairman Jud Bergman says more acquisitions possible following $24 million deal for TAMP provider.
Envestnet to Acquire TAMP FundQuest for $24 Million
Envestnet–which has built on its TAMP legacy–will use cash to acquire BNP Paribas' U.S. TAMP provider
The Securities and Exchange Commission recently approved new exchange rules for breaking stock trades that deviate so substantially from current market prices that they are...
Retirement Advisor Profile
Retirement planning in itself is already a daunting task, so imagine what it will be like in the next few years as those 76 million...
French Buying FundQuest
Another managed account provider to merge