Vestmark credits a 'tip-off' and an unlikely rocket propellant -- advertising spend -- for Adhesion's 68% asset jump in first-year under its wing
When the Wakefield, Mass., TAMP bought Adhesion in 2018, its execs cited its 'be-like-Envestnet' mindset for growing RIA marketshare
Bob Lodie
Related Moves
New Envestnet CEO first reached out to his financial advisor before accepting Bain Capital's offer to take over one of the advisory industry's largest service providers
The Harvard-Yale-McKinsey alum got a 'level of specificity' from chatting with his advisor firm's CIO about Envestnet's 'importance' and 'how it could be better.'
January 22, 2025 at 2:43 AM
SMArtX is loading up on Envestnet talent as re-peopling rolls on -- post Morningstar disruption -- with two hires from the Berwyn, Pa., TAMP
The West Palm Beach, Fla., TAMP is getting Courtney Robertiello and Jacqueline Burke, and their staggering 29 years of experience for 'growth and innovation,' the company says.
July 4, 2024 at 2:09 AM
SMArtX issues its own press release one day after Morningstar's ominous news about AssetMark deal -- that could yank $12 billion from SMArtX back to APL
The West Palm Beach, Fla., TAMP had the Chicago company as a white knight customer and VC backer but the vendor relationship might be in peril, analysts say
June 26, 2024 at 12:45 AM
Dani Fava is out at Envestnet -- to capitalize on AI revolution at a new firm, she hints
The ex-TD Ameritrade talent was hired by CEO Bill Crager in 2020 to harmonize acquisitions -- not least MoneyGuidePro and Yodlee that the company still grapples with
March 20, 2024 at 1:25 AM
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Top Executive: Jud Bergman
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Top Executive: Michael Blundin
SMArtX Advisory Solutions
TAMP
Top Executive: Evan Rapoport
