News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Jud Bergman"



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
advertisement

From the RIABiz Directory »

The Industry Sourcebook for RIAs

RIABiz
Archives »

2013:
   May
   April
   March
   February
   January
2012:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2011:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2010:
   December
   November
   October
   September
   August
   July
   June
   May
   April
   March
   February
   January
2009:
   December
   November
   October
   September
   August

By Author:
   Brooke Southall
   Lisa Shidler
   Dina Hampton
   Kelly O'Mara
   Heather Underwood
   Nevin Freeman
advertisement

Common Tags »

Schwab (338)
Fidelity (246)
TD Ameritrade (207)
LPL (130)
SEC (125)
Pershing (121)
Merrill Lynch (100)
Advent (88)
FINRA (84)
Black Diamond (84)
Tim Welsh (77)
HighTower (75)
MarketCounsel (68)
Envestnet (68)
Brian Hamburger (65)
Focus Financial (63)
Les Abromovitz (57)
Ron Rhoades (54)
Bernie Clark (49)
Nexus Strategy (49)
Mark Tibergien (48)
401(k) (47)
Tamarac (46)
Mike Durbin (45)
Raymond James (45)
United Capital (43)
Charles Goldman (43)
UBS (42)

Most Emailed Stories »

Read 
Story » 
Grant Barger: Any prospect should ask: What is your purpose?5 questions advisors must prepare to answer to remain relevant
Read 
Story » 
Cathy Curtis: My goal is to have prospective women clients find me on LinkedIn.RIAs recount how they reap new clients using LinkedIn and Twitter, stealing a march on shackled wirehouse advisors
Read 
Story » 
Mark Tibergien: It's been a dream of ours.Pershing and BNY Mellon unveil a unified, 'dream' RIA and bank custody unit
Read 
Story » 
Sallie Krawcheck: I worry our industry will become the Republican party -- with middle-age white guys talking to middle-age white guys, saying that we need to change.At Envestnet event, Sallie Krawcheck alludes to Crager alliance, blasts women-as-niche marketers and edges perhaps closer to endorsing the RIA model
Read 
Story » 
Jeffrey Concepcion: I'd tell you the biggest victory was the vindication and comments from former co-workers.How Jeffrey Concepcion manned up after FINRA and Lincoln Financial troubles to become an LPL giant