#ItzOnWealthTech Ep. 45: RIA Technology Hoarding and COVID-19 with Kristen Schmidt

“I think the most common question recently is, can you look at my tech stack and is it good enough? One, can I sustain, two, can I grow? And three, where am I at economically? There’s some cost to all of this technology and it’s fair to say in this economy, can I skimp on […]

Invest 2019 Conference

16 Knockout Concepts from the InVest Conference 2019

“The improvement of understanding is for two ends: first, our own increase of knowledge; secondly, to enable us to deliver that knowledge to others.” — John Locke, English Philosopher (1632 – 1704) I didn’t think it would have been possible to top last year’s In|Vest conference for quality of content as well as depth and breadth […]

data aggregation tools

How the Quovo Deal Validates Envestnet’s Vision for Yodlee

“Good ideas are always crazy, until they’re not.” – Larry Page, co-founder of Google When Envestnet CEO Jud Bergman announced that his company was shelling out just under $600 million to buy data aggregator Yodlee, saying that the market did not approve was an understatement. The firm was blasted by both the press and equity […]