News, Vision and Voice for
the Advisory Community
advertisement

Content tagged "Jud Bergman"



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

From the RIABiz Directory »

The Industry Sourcebook for RIAs


An
Exclusive Webinar Video

Answering the Rarely-Answered Questions of Becoming an RIA

brought to you by Play

Browse All Archives


2014


    April
    March
    February
    January

2013


    December
    November
    October
    September
    August
    July
    June
    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

Most Emailed Stories »

Victor Fettter: We believe there's a special sauce that LPL can provide and I don't think there's one size fits all.
21 shares
Victor Fetter turns his guns on LPL's thorniest software challenge -- 21st century performance reporting

Mike Alfred: If you're hoarding all of this data and won't help wholesalers to help everyone get better they won't work with you.
9 shares
BrightScope sees sales soar as formerly adversarial big 401(k) companies buy data about their own business

Libby Cherrington (right) and Krista Dunton have two kids and have been married almost five years.
7 shares
How Morgan Stanley and a lesbian super-producer came to grief in South Carolina and why she alleges bias

Patrick Sheppard: Getting back into the retail world and getting back into the high-net worth world was more fulfilling than dealing with institutions on a global basis.
4 shares
Why a $500-million RIA Rt. 495 start-up hired a no-book ex-BNY Mellon Asset Management CFO

Jon Stein: I think anything's possible. That  [Betterment RIA business] could be the larger business [than the retail one] in the long term.
3 shares
How Jon Stein plans to make the most of $45 million of VC money in remaking the RIA business


Get the RIABiz Today
Email Alert »