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Articles tagged "Lauren Taylor Wolfe"


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Bill Crager: Our industry's ability to deliver greater advice required an automated connected technology platform.

Envestnet finally may dump Yodlee, says a Bloomberg report, but either way it remains a 'wasting' asset as regulators crack down, an analyst says

Former CEO Jud Bergman made daring move in 2015 with expensive Yodlee purchase to lift the outsourcer into the big leagues but has proven mostly to be an albatross, at least to earnings

December 15, 2023 at 2:18 AM

Bill Crager: We have exited the investment cycle … [and] are focused on managing our bottom line and driving margin expansion.

Bill Crager signals comity with Lauren Taylor Wolfe and Envestnet also has a Sipp secret weapon, analyst says

The Envestnet CEO says he has 'constructive alignment and full support' of Wolfe and his board and has pivoted to a focus on 25% profit margins -- and no extra cash flow burn for reinvestment

August 11, 2023 at 12:36 AM

Lauren Taylor Wolfe's board appointment was "informed by Envestnet's ongoing dialogue with shareholders."

Envestnet lets the 'Wolfe' in the door after she huffed and puffed in the media -- now she promises to deliver 'ownership mentality' on the outsourcer's board

Lauren Taylor Wolfe simply would not take 'no' for answer, an activist shareholder tactic that is bearing her fruit; Envestnet's shares stayed flat while she made clear she has more cards to play.

March 29, 2023 at 1:33 AM

Lauren Taylor Wolfe: Change must begin at the Board level.

Lauren Taylor Wolfe goes for Envestnet's throat by demanding four of seven board seats -- including her own -- in what one analyst views as a budding 'hostile [board] takeover'

The 7.5% stakeholder in New York City claims the Berywn. Pa., firm has been run with an 'abandonment of fiduciary responsibility.'

January 5, 2023 at 5:16 AM

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