Envestnet

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.

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

The turnkey asset management platform is targeting enterprise firms willing to pay more than $100,000 per year, CEO Jud Bergman said during an earnings call.

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary software, according to its lawyer Marc Kasowitz.

The next big institution is going after fintech, but there’s still a long road ahead.

The firm's price and valuation exceeded expectations.

The offering validates the explosive growth seen in the independent channel, experts say, which has now grown fast enough to catch the eye of retail investors.

The wirehouse is giving the ultrahigh-net-worth crowd a more complete view of their finances, says Don Plaus head of private wealth management.

The new open architecture platform will minimize the “swivel chair experience” for advisors.

The Insurance Exchange will offer products from six carriers, including Allianz Life, Nationwide and Prudential.

The largest turn-key asset manager added five new features that leverage the firm’s vast stores of data.