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Articles tagged "Ann Garcia"

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Ann Garcia: Super frustrating to reach back out to clients.

Envestnet recalls buggy MoneyGuidePro upgrade after RIA backlash, and all advisors are -- for now -- back on the legacy version

The Berwyn, Pa., firm concedes its roll-out 'disrupted' advisors businesses, but advisors remain as miffed about the 'zero' communication and slowness to take action as they are about haywire systems.

June 2, 2023 at 2:32 AM

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Articles tagged "Ann Garcia"

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June 2, 2023 at 2:32 AM

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June 2, 2023 at 2:32 AM

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