News, Comment & Analysis results for Envestnet

People Moves
March 14, 2025

Summary Of Moves In North American Wealth Management – January 2025

A roundup of moves, appointments and other personnel changes in the North American wealth

M and A
March 13, 2025

North American Wealth M&A Rose In 2024, Sector Weathers Volatility – ECHELON

Foreign buyers, including those linked to sovereign wealth funds, were among the players in the

People Moves
March 12, 2025

Who's Moving Where In Wealth Management? – Carson, Envestnet, Procyon, Raymond James

The latest senior moves in the North American wealth management sector.

Technology
March 10, 2025

T3 Fintech Conference: Software Superstars, Upstarts Vie For Market Share

As our correspondent notes when looking at T3's report, although artificial intelligence was

People Moves
March 6, 2025

Former Envestnet CEO Resurfaces In New Role

One of the more prominent figures in US wealth management, Bill Crager has a new gig.

Technology
March 4, 2025

Key Wealth Extends Envestnet Pact

Key Wealth is part of a bank that has a strategy covering a range of wealth management spheres,

Asset Management
February 25, 2025

Who's Moving Where In Wealth Management? – NewEdge Wealth

The latest news in investment offerings, financial products and other services relative to wealth

People Moves
January 22, 2025

There's A New CEO At Envestnet

There has been speculation on who will be the permanent CEO at the firm since the Bain Capital

WM Market Reports
January 21, 2025

Envestnet Lays Out Top AI-Driven Insights For Advisors

The US-based organization spells out what it sees as top priorities for different parts of the

People Moves
January 8, 2025

Who’s Moving Where In Wealth Management? – Citi Wealth, Orion, Procyon Partners, Others

The latest senior moves, appointments and personnel changes in the North American wealth management

Comment & Analysis results for Envestnet

M and A
December 22, 2022

What’s Wrong With Envestnet, Goldman Sachs And CI Financial?

Family Wealth Report's US correspondent Charles Paikert takes a hard look at three firms that have

Technology
October 26, 2012

INTERVIEW: Envestnet On Bringing Down The Costs Of Pooled Investments For Family Offices

James Lumberg, co-founder and managing director Envestnet, outlines his firm's plans to grow its