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.
Jud Bergman: The 2012 IA 25 Extended Profile
Our cover story profile of Envestnet in June 2011 suggested that the company stood squarely at the crossroads of the main issues facing advisors today.
Jud Bergman’s 4 New Rules for Advisors That Supplant the Old
At revived Advisor Summit, Envestnet CEO speaks of how the rules have changed for advisors.
The 2012 IA 25
Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.
Special Report: The 2012 IA 25
Throughout the rest of April and May, we’ll be publishing extended versions of each profile, including exclusive interviews, on AdvisorOne.
Envestnet Closes on Prima Capital Acquisition
Prima’s Gib Watson becomes group president of Envestnet | Prima in latest expansion by Envestnet.
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 Launches Weekly Market Calls for Advisors
“Market Morning” conference calls will provide access to Envestnet, outside experts.
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.