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The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.January 17
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The partnership will likely help both industry titans with their long-term strategic plans.January 9
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The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.January 9
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The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.December 12
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The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.October 16
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Inspired by the founder’s unique vision, this journalist leaped to the business side.October 11
Founder and presidentIdea Refinery
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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
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By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.September 30
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Former Envestnet executives partner with investment group to launch new consulting firm.September 25
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The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.September 3
