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.
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 Relationships Manager
Ron Fiske first worked with Jud Bergman and Bill Crager 10 years ago when he was a managing director at Pershing.
Agents of Change
These are the major issues facing advisors in 2011 ...