Envestnet

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.

Harvest’s micro-saving and investing technology is designed to turn spenders into savers, and eventually into investors.

The two fintechs are vying with each other and Envestnet to be advisors’ preferred digital hub.

A former chief information officer of PR firm Cision will take over as CTO following Scott Grinis’s retirement.

“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.

Envestnet’s new Insights Solution provides a look into client spending to surface new planning opportunities.

Instead of a sale, Orion’s private equity backers are reinvesting to help grow the company’s presence in the TAMP marketplace.

Companies that connect advisors and carriers are seeing a surge in use.

The company is known for helping fintechs connect to banks and wealth management firms. Now it wants to help the firms catch up.

Amid the coronavirus pandemic and lockdowns, advisors are relying on the firm’s technology more than ever.

Fintechs are offering deep discounts or even free service to hold on to advisors and attract new customers.

The technology provider has become a leading data aggregator. But questions have surfaced about its use of customer data.

The partnership will likely help both industry titans with their long-term strategic plans.

The No. 1 IBD adapted the Envestnet planning software to its digital advisor workstation as it looks for ways to maximize advisors’ efficiency.

The interim CEO opens up about the loss of friend and partner Jud Bergman and reveals company strategy going forward at MarketCounsel.

The leading TAMP partnered with an exchange to offer advisors access to prequalified loans for clients.

Inspired by the founder’s unique vision, this journalist leaped to the business side.

Jud Bergman grew the largest TAMP from a startup to one of the leading firms in the industry, driving the profession forward, mourners say.

By adding custody, the leading TAMP could boost revenue per advisor by approximately 200%, according to a recent report.

Former Envestnet executives partner with investment group to launch new consulting firm.