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How Envestnet | Yodlee’s Startup Incubator Nurtures Data-Driven Innovators

How Envestnet | Yodlee’s Startup Incubator Nurtures Data-Driven Innovators

Posted by on May 4, 2017 in Industry Analysis

“All life is an experiment. The more experiments to you make, the better.” — Ralph Waldo Emerson The startup game is not for the faint of heart.  While there are thousands of new companies being launched by bright-eyed entrepreneurs every year, only a small percentage will turn out to be successful. This is especially true in the […]

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Oranj Leapfrogs Robo-Platforms With TradeWarrior Acquisition

Posted by on Apr 24, 2017 in Industry Analysis, Technology

It is a great time to be an independent RIA.  At least when it comes to technology.  There seems to be an endless supply of tools for automating, optimizing and generally improving the efficiency of an advisory firm’s operations. This is especially true in what we like to call the robo-platform or digital advice space.  Innovative companies […]

The Top 10 WMToday Posts from 2016

Posted by on Jan 7, 2017 in Industry Analysis

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. […]

How Yodlee’s Predictive Analytics Can Power Envestnet to Revolutionize Financial Advice

How Yodlee’s Predictive Analytics Can Power Envestnet to Revolutionize Financial Advice

Posted by on Jun 22, 2016 in Technology

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 […]

Smart and Agile: Riskalyze and Quovo Help Advisors Stay Ahead of Robos

Smart and Agile: Riskalyze and Quovo Help Advisors Stay Ahead of Robos

Posted by on Oct 2, 2015 in Industry Analysis, Technology

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 […]

5 Serious Concerns About the Envestnet Acquisition of Yodlee

5 Serious Concerns About the Envestnet Acquisition of Yodlee

Posted by on Aug 24, 2015 in Industry Analysis

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 […]

5 Reasons Why the Envestnet Acquisition of Yodlee Was Brilliant

5 Reasons Why the Envestnet Acquisition of Yodlee Was Brilliant

Posted by on Aug 15, 2015 in Industry Analysis, Technology

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 […]

What Robo Advisors Can Teach Us About Focusing on the Client

What Robo Advisors Can Teach Us About Focusing on the Client

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 […]