Envestnet President Bill Crager got a devastating phone call on Oct. 3 when he learned that Envestnet co-founder Jud Bergman had passed away. Here’s what happened next.
'I’ve gone through several mergers in the financial services industry, and I want to be prepared for what the options could be,' said Sam Dedio, an RIA managing $7 million in client assets.
The firm is working on its client mobile app, texting capabilities and new account opening process, said Rich Steinmeier, head of business development.