With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call
WIth a not-yet-integrated Yodlee, trouble with a big client, Lori Hardwick's departure and a recent history of muddy communication, CEO Jud Bergman worked hard to reassure
Stephen Winks
The range and scale of Envestnet’s advisory services is impressive, yet next generation competitors will more heavily utilize technology and their algorithms will be more transparent (Regulation AT).. Thus great downward pressure on pricing, “investor results” and the depth and breadth of values addressed and managed. The free market is a great leveler.
SCW
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Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
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July 23, 2020 at 1:42 AM
Behind the scenes, Envestnet's board of directors had much to tussle over before finally subtracting the 'interim' from Bill Crager's CEO title
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The upper RIA echelon mass-exit is now at 25 execs and counting -- for 25 'reasons' -- but it's hardly a coincidence, analysts say
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