In this article by Brianna Monsanto, Joel Bruckenstein comments on Envestnet’s vulnerability due to Bill Crager stepping down from his CEO role at the end of March. Crager co-founded the advisor tech giant in 1999 and put on the chief executive hat two decades later following the 2019 death of Envestnet co-founder and then-CEO Jud Bergman.
Read the article: Envestnet Needs to Do Some ‘Deep Thinking’ After CEO’s Bow-Out.