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

data aggregation

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 […]

3 Strategies for Digital Client Engagement With Vestorly

Vestorly delivers next-generation client engagement

Once upon a time, creating client engagement online took a lot of time and effort. Advisors labored to create original content, or scoured the Internet for articles to share. Results were often stodgy, boring, and mediocre. Clients and prospects ignored the shared content, and no one lived happily ever after. Along came a wave of startups looking to […]

Barron’s Top Advisors: 4 Successful Growth Strategies

Barron's Top Advisors

How can financial advisors grow their practice to over a billion dollars in assets?  What are some of the key decisions that successful advisors made to achieve their explosive growth?  How did they adjust their business priorities to meet dynamic market conditions? Three financial advisors, all with over $1 billion in AUM, offered their answers to these questions and more in the Barron’s top advisors panel […]