Envestnet

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.

The document further complicates an ongoing lawsuit that has already led to lost revenues at the leading turn-key asset management platform.