The board of directors of Envestnet has appointed William Crager as the company’s chief executive. Crager, the company’s former president, had been serving as interim CEO since the accidental death of Envestnet founder and CEO Jud Bergman in early October 2019.
In other changes, Envestnet appointed Stuart DePina, who has served as chief executive of Envestnet Data & Analytics since January 2019, as its president.
James Fox, a board member since 2015, was appointed the company’s chairman. And Charles Roame, a director since 2011 and managing partner of Tiburon Strategic Advisors, was named vice chairman.
[More: When Envestnet and Apple pivoted]
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
The fintech firms' new tools and integrations address pain points in overseeing investment lineups, account monitoring, and more.
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Carson is expanding one of its relationships in Florida while Lido Advisors adds an $870 million practice in Silicon Valley.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
