What to make of how Wells Fargo and SigFig are cooking up an unprecedented cross-sell of wealth management to retail bank customers
The deal, unlike some others by SigFig, is not to aid W-2 or 1099 advisors of the (Wells Fargo) wirehouse or bank, but to compete for assets on an open battle field
Related Moves
InvestCloud CEO John Wise and management team ousted after VC investors grow impatient for long-promised deliverables that always seemed just over the rainbow
Dubbed an 'Envestnet killer,' the LA company has yet to deliver disruption from its $1 billion VC investment combined with roughly $1.5 billion of other motley gems.
April 26, 2023 at 11:25 PM
Vise resets -- again -- with more executive firepower and fresh vision focused on RIA M&A and 'wellness,' but analysts say its solutions must stand apart to succeed
The New York City brat pack -- still loaded with VC cash -- is pivoting, again, but with a pitch that has convinced big hitters to join the firm as advisors and president, respectively.
November 6, 2024 at 5:06 AM
After three years -- and $2.5 billion -- trying to make an Envestnet killer out of InvestCloud, Motive Partners goes owner-operator when CEO search comes up empty
Motive hopes Jeff Yabuki, 66, can restore magic after old InvestCloud management put the 'icing before the cake' in the eyes of one analyst.
January 23, 2024 at 2:07 AM
Fidelity Investments' plan to hire 12,000 by October hit wall of macro-headwinds; no problem, it landed at 15,000; Schwab keeps hiring, too
The Boston giant's people grab could be derailed by indigestion -- the inability to assimilate staff -- an analyst says; but it has yet to materialize so the hiring spree rolls on.
October 29, 2022 at 12:02 AM
See more related moves
Tiburon Strategic Advisors
Consulting Firm
Top Executive: Charles Roame
