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Envestnet
Competing in Envestnet’s growing shadow
Smaller wealth management platform providers are aggressively pitching themselves as the more nimble options for RIAs.
Envestnet eats up platform competition, acquires FolioDynamix
The $195 million cash purchase is Envestnet’s sixth largest deal since 2010.
Who’s fighting for advisors and clients in financial data debate?
Access to banking information ensures advisors can perform holistic planning, fintech firms say.
Envestnet-Yodlee, Finicity and others reach beyond wealth management
Data aggregators want to apply their technology to lending decisions.
TD Ameritrade Institutional makes splash with revamped Veo One, new iRebal Model Marketplace
The two major technology enhancements are set to benefit RIAs, says our tech columnist.
How the best advisors use technology to grow
Envestnet CEO Jud Bergman says experts plus machines deliver better outcomes than experts or machines alone.
Tech Survey 2016: Seismic moves for digital wealth management
The annual Tech Survey reveals the trends that will separate future digital winners from losers.
Can advisors double AUM by integrating tech?
Fragmented programs can squash productivity and firm growth.
Voices
Can robo advisors help during economic strife?
John Bird
Vice President, product marketing and alliances
Envestnet | Yodlee
Digital tools can supplement human advisors with ongoing counsel while the latter can also take over when an investor needs reassurance.
Envestnet reignites acquisition game with Wheelhouse deal
New regulatory demands force platform providers to either build additional capabilities or acquire successful companies, analysts say.
See more Envestnet
