Envestnet Rebrands ENV2 as a Financial Wellness Platform

Envestnet advisor summit

Maybe I’m just a glutton for punishment. I’ve already written a summary of the recent Envestnet Advisor Summit, from a Tamarac perspective. (See 8 Cool Tamarac Updates from the Envestnet Advisor Conference)  But, I still have a ton of notes and tweets regarding the two other legs of the Envestnet technology stool; ENV2 and Yodlee. So, why […]

8 Cool Tamarac Updates from the Envestnet Advisor Summit

Envestnet Tamarac Conference

Creole cuisine, bead necklaces and Saints football at the Metrodome are three things that I come to my mind when I think of New Orleans. But last week, my thoughts were firmly focused on the Envestnet Advisor Summit, which was held in The Big Easy for the first time. With over 1,500 attendees, Envestnet’s client conference is […]

Peering Into The Future of Bank Wealth Technology

Looking forward 10 years into the future of any industry is mixture of one part research, one part intuition and one part luck.  And we have to wait a decade to see if the predictions were even close to being right. InvestEdge, a leading provider of innovative financial advisory technology solutions, gave their clients a […]

“Don’t Get Creepy”: Privacy in Wealth Management & Emerging Technology Trends

“Where am I to go now that I’ve gone too far?” — Lyrics from Twilight Zone by Golden Earring There is a story that is now infamous among statisticians and big data analysts about how retailing giant Target was able to figure out which of their female customers were pregnant solely based on their shopping […]

Winners of WealthTech: Brian McLaughlin

  We have reached a milestone! This is the tenth interview in our Winners of WealthTech series, where I speak people who have made their mark in wealth management technology by building a track record of innovation and success. Check out my previous interviews with Anil Arora, CEO, Envestnet | Yodlee,  Angela Pecoraro, CEO of Advicent, Eric […]