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At least one industry consultant thinks the large fintech provider has lost its "innovative spirit" since Bill Crager took over from his fellow founder in 2019.
January 8 -
Speakers at FP’s INVEST Conference explained why recruiting and adoption of new tools loom so large over the future of wealth management.
June 18 -
Private equity firms have been using their war chests to go shopping for technology-focused financial services firms.
February 22 -
The TAMP has also created a new chief digital officer role to oversee improvements to the firm’s technology infrastructure.
July 29 -
The move for the company’s primary advisory accounts will cut costs for clients and build its fee-based business, President Elizabeth “Libet” Anderson says.
June 22 -
Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.
April 8 -
The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.
March 9 -
A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.
November 11 -
“If insurance and annuities had always been commission free, RIAs would be power users,” says David Lau, CEO of DPL Financial which is partnering with SS&C Advent.
October 13 -
Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.
August 6