Financial Advisor IQ – January 2024

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.

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