Browsing Tag
Envestnet
33 posts
Envestnet Sells Yodlee to Private Equity Buyer
The move is the largest made by Envestnet since it was acquired by Bain Capital
Envestnet Reveals Partnership with BlackRock, SSGA
The fintech platform announced the partnership at its Elevate conference in Las Vegas
Envestnet Taps Chris Todd as CEO
The announcement comes several months after Envestnet was acquired by investment firm Bain Capital
Corporate Roundup: PGIM Appoints CEO, Pontera, Envestnet Partnership
The latest news from PGIM, Pontera, Envestnet, and more
Envestnet Introduces New Technology for RIAs
Among the new launches include features in Envestnet's Retirement Marketplace, Trading and Reporting, and Client Portal systems
Envestnet Going Private with $4.5 Billion Takeover by Bain
Strategic partners BlackRock, Fidelity, Franklin Templeton, and State Street also investing and will hold minority positions
Envestnet CEO Crager Announces Resignation
Bill Crager will continue working with Envestnet as a senior advisor, while Board Chair James L. Fox will serve as interim CEO
Leading 2024 Trends Facing Financial Advisors
A new report by Envestnet forecasts the latest trends for the financial advisory industry in the coming year
Personalized IRAs Coming Q1 2024 from New Morningstar Retirement, Envestnet Partnership
New managed accounts offering powered by IRALOGIX will enable asset management firms to offset high cost of administering IRAs with private-labeled solution
Envestnet Event Showcases How Advisors Can Harness Tech to Elevate Client Experience
Two-day summit in Denver draws thousands of financial professionals and retirement industry leaders