-
The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.
December 12 -
The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.
October 16 -
Inspired by the founder’s unique vision, this journalist leaped to the business side.
October 11Idea Refinery -
Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.
October 4 -
By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.
September 30 -
Former Envestnet executives partner with investment group to launch new consulting firm.
September 25 -
The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.
September 3 -
The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.
August 8 -
FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.
August 7 -
The next big institution is going after fintech, but there’s still a long road ahead.
August 5