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Envestnet
Who’s fighting for advisers and clients in financial data debate?
Access to banking information ensures advisers 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 advisers 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 advisers double AUM by integrating tech?
Fragmented programs can squash productivity and firm growth.
Voices
Can robo advisers help during economic strife?
John Bird
Vice President, product marketing and alliances
Envestnet | Yodlee
Digital tools can supplement human advisers 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.
Voices
Use these digital tools to bring new clients aboard
David B. Root
Founder and CEO
D.B. Root & Company
Embracing technology is no longer an option. Here’s how David Root of D.B. Root & Co. uses it to build his brand and finds prospects.
Will Yodlee’s data crunching entice advisers to Envestnet?
Advisers able to analyze client data will be able to predict financial behavior, says Jud Bergman, Envestnet's chief executive.
