Bill Parsons

Group President of Data Analytics

Bill Parsons is the Group President, Data & Analytics, and International for Envestnet | Yodlee. In this role Bill is responsible for crafting and executing overall ENV Analytics Product and Sales Strategy. Over the course of his nearly 12 years with the company, Bill has also held the roles of Chief Customer Officer of Yodlee Financial Services, and has been responsible for Global Field Operations.

Fintech

How financial advisors can harness the power of alternative data analytics

In the future, advisors will be able to support their clients by offering more personalized guidance as well as insights on what "people like you" are doing, writes Bill Parsons.

By Bill Parsons

March 15

TRENDING

Practice and client management

It's not just wirehouses: Lure of independence strong for IBD advisors

Nearly one out of three advisors at independent broker-dealers has thought about going solo in the past year, a new survey finds.

By Dan Shaw

May 2
Technology

Raymond James' CEOs on criticisms that led to growth, tech and more advisors

Raymond James' outgoing CEO Paul Reilly and incoming CEO Paul Shoukry talk on their long-term strategy that led to growth, challenges ahead with PE buyouts and an $800M technology budget.

By Rachel Witkowski

May 2
Practice and client management

An RIA's guide to the 3 types of firms trying to buy them

The general categories represent a starting point for RIAs that may be trying to figure out how they fit into a buyer's long-term plans, a Datos Insights study says.

By Tobias Salinger

May 2