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Showing 1 - 4 of 4 results for "Envestnet"

Fidelity launches one-stop-shop platform

KARREN VERGARA  |  TUESDAY, 17 NOV 2020
... to help advisers resolve issues. The platform is integrated with industry technology providers, including eMoney and Envestnet, enabling functionalities like single sign-on and data pre-fill to eliminate manual processes and potential errors. FMAX is ...

Fintech hires in Australian expansion

ELIZABETH MCARTHUR  |  TUESDAY, 10 NOV 2020
... New Zealand. Jason O'Shaughnessy steps into the role at data aggregation and analytics for financial services provider Envestnet | Yodlee. He will be tasked with expanding the company's coverage across Europe and Australia, which Envestnet | Yodlee has ...

Fintech appoints country head

ELIZABETH MCARTHUR  |  TUESDAY, 29 SEP 2020
Envestnet Yodlee has appointed Tim Poskitt as country manager for Australian and New Zealand operations. He was previously head of alternative finance and fintech at illion. Earlier in Poskitt's career he worked in global banking for HSBC and in corporate ...

Envestnet founder tragically killed

ELIZABETH MCARTHUR  |  TUESDAY, 8 OCT 2019
Founder and chief executive of Envestnet Jud Bergman has been tragically killed in a car accident alongside his wife, Hanover Hill Wealth Advisors founder Mary Miller. A former managing director of mutual funds at Nuveen Investments, Bergman founded ...
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