Craig’s Note: I love these summary articles because they’re a great way to re-purpose content while providing you, our loyal readers, with a handy overview of the year gone by. Robo-Advisors are still a hot topic, although I believe a B2C shakeup is likely in 2017. Portfolio rebalancing tools have been a staple on this blog since it started. […]
When Envestnet acquired data aggregator Yodlee in mid-2015 for $590 million, mixed feelings and heated opinions were flying high. Some felt that this was a brilliant move that would augment Envestnet’s capabilities. Others frowned on the transaction citing the 50% premium as unreasonable and anticipating integration issues. A year after the deal was announced, how is the power couple faring? Better […]
In this age of the cheap and fast robo-advisor, traditional advisors have to be smart and agile to win new clients and score more asset management opportunities. These advisors will need intelligence. That’s where data aggregation comes in. With the deeper and more meaningful insights “big data” can provide, advisors can get the edge they […]
There are two sides to every story, but usually only one of them turns out to be right. The same will be true for Envestnet’s decision to back up the Brinks truck and dump $600 million on Yodlee’s shareholders to buy their beloved company. Was it a brilliant idea, as I wrote last week or will it turn […]
In case you’ve been living under a rock for the past week, Envestnet shelled out almost $600 million to purchase data aggregator Yodlee. The reverberations from this deal are still making their way across the industry. After spending about a year talking about licensing deals and partnerships, Envestnet CEO Jud Bergman came to the conclusion that Yodlee’s […]
This is a summary of a TechOps Track Session titled, “Empowering Advisors: Delivering Tools that Support Today’s Client Needs” from the Money Management Institute’s 2014 Fall Solutions Conference. The discussion topic was supposed to be centered on how firms are delivering new advisor tools to help them customize solutions for different client segments. However, the […]
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