Articles tagged "Enevestnet"
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Envestnet shares spike on blowout net-new-asset quarter -- best since 2015 -- in part, because multi-year asset leak is slowing, and Yodlee is 'stabilizing'
The Berwyn, Pa., outsourcer saw its stock price jump 3.55% after hours to $65 after falling to 52wk low of $33.12 last November.
May 8, 2024 at 1:58 AM
Envestnet nabs Dani Fava to cross-pollinate semi-autonomous units and reap 'financial wellness' as the end product
The Chicago outsourcer has a massive, partially disconnected arsenal of products that CEO Bill Crager is rationalizing into 'wellness' with yet another new unit.
July 23, 2020 at 1:42 AM
eMoney Founder Edmond Walters musters every resource in launching 'Apprise Labs' and makes no bones that it's aimed at disrupting the market leader -- eMoney
Walters gets MoneyGuidePro and Envestnet to each takes 33% stakes and bring their talents, data and market reach to reinventing financial planning to include a future beyond death and taxes
February 1, 2019 at 5:06 PM
Orion wins its 95th LPL advisor to show it's also advancing on Envestnet in the broker-dealer market and greening up its pastures
The Omaha, Neb.-based software maker just bagged $5-billion AUA OSJ, Independent Advisor Alliance
August 13, 2018 at 5:54 PM
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
