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Content tagged "Jud Bergman"



Jud Bergman: They all tell me that their clients don't want it.

Jud Bergman defies advisor feedback as Envestnet stares down the barrel of change
The Envestnet chief executive invokes railroad pioneers to explain why he is erring on the side of the theoretical over hard feedback

Thursday 5.7.15
Oleg Tishkevich will join Envestnet as financial planning chief.

Envestnet acquires Finance Logix on heels of Upside
The Chicago outsourcing behemoth seeks to unify investment planning and financial planning

Wednesday 5.6.15
Charles Goldman carries on the kind of side conversation that makes the Tiburon CEO Summit wheels spin.

Top RIA takeaways from my trip to New York City and my stop-by at the Tiburon CEO Summit
My trip spanned Midtown (Envestnet), the Flatiron District (Betterment) and Wall Street (periphery of the Tiburon CEO Summit)

Monday 4.13.15
Stuart DePina:  All that plumbing is there but it's not what the end investor sees. This Upside technology is the last mile

Envestnet buys baby robo-advisor to add 'last mile' to its grown-up platform
Upside will cast its lot with the Chicago outsourcing giant in Sunnyvale, becoming the first robo to get consolidated

Monday 3.2.15
Peter Giza: My take is that changing a significant portion of a firm's technology platform without changing operational psychology is a fail.

Some notes at MarketCounsel from the pad of a skeptical Peter Giza
The Wealthsite exec zeroed in on Sallie Krawcheck, and all things tech

Monday 12.15.14
Elliot Weissbluth will play moderator with a strong robo viewpoint -- by Hamburger design.

Elliot Weissbluth will referee -- with a human bias -- a debate on robo-advisors starring Joe Duran, John Michel, and Jon Stein
MarketCounsel Summit also adds a second panel: Fortigent's Jamie McIntyre mediating Envestnet’s Jud Bergman, LPL’s Victor Fetter, and ActiFi’s Spencer Segal on an advisor support futurist theme

Thursday 8.28.14
Stuart DePina of Tamarac is Envestnet's RIA connection

Observations on the Envestnet Advisor Summit from the carsick seat of a Chicago taxi cab
Brian Hamburger relayed his thoughts on 36 hours at Jud Bergman's 'house' on the way to the airport

Friday 5.16.14
Jud Bergman: We've identified about a dozen advisors and two enterprises that want to be [involved] during this first period of introduction of the [quantitative portfolios].

5 things Envestnet is doing to grow even faster than most of its clients
The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them

Tuesday 5.28.13
Jud Bergman: Many of them have experienced an ah-ha moment. That's the moment that all pioneers love. (Photo courtesy of Tiburon Strategic Advisors)

Envestnet breaks out ENV2 to oohs, aahs and a few groans at its bust-out event in Chicago
After years of cobbling on capabilities, the TAMP streamlined and made tablet-compatible its web presence, though not to pure approbation

Thursday 5.2.13
Jud Bergman: I think institutions are seeing this as a way go participate in large trends.

As Envestnet shares soar, the firm extends its offerings further beyond RIAs with $33-million deal
With the Chicago-based outsourcer's stock now up about 75% in the past year, it picks up a Prudential unit that has sweet ties to trust companies

Monday 4.15.13
Adam Birenbaum: We fundamentally believe that a group will emerge as a large practice that will compete against the wirehouses.

Top 5 most influential RIA figures of 2012 going into 2013
Putting their own capital -- and that of trusting others -- into their own edge-cutting ideas, these guys plow ahead with smiles on their faces

Wednesday 3.13.13
Stuart DePina: Right after the deal was announced, we signed a $10 billion RIA who wasn't an Envestnet client.

As it closes its $54-million purchase of Tamarac, Envestnet details plans to deploy $7 million worth of retention incentives
The big outsourcer says it wants Tamarac's execs to stay aboard -- and not just for the a few months

Thursday 5.3.12
Jud Bergman: We value their market position within the independent RIA segment which is core to Envestnet’s growth initiatives.

Big deal: Envestnet will acquire Tamarac for $54 million
The big Chicago outsourcer nabs the fast-riser in the RIA software business and one competitor says: "now what?"

Thursday 2.16.12
Jud Bergman: We've been working to bring opportunities to the fore.

With FundQuest off its plate, Envestnet is ready for a helping of new deals
The Chicago outsourcer has IPO cash, deal experience and an appetite for growth

Friday 12.16.11
Jud Bergman: They were FundQuest clients. The vast majority had no access to PMC.

Why exactly Envestnet bought an investment manager that already sat on its platform
The $24 million purchase means FundQuest advisors will have direct access to PMC funds and avoids 'customer inducement costs'

Monday 8.8.11
Jud Bergman: "There will be opportunities that we want to take advantage of to accelerate that growth."

How Envestnet may use its IPO to speed growth
The IPO cash positions it for capital-intensive deals and acqusitions, but the big TAMP may not be rushing in to anything

Monday 8.16.10

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