Bob Curtis finally sold out to corporate interests after years of holding the line -- but financial planning's shift to a data game may have left little choice. Envestnet acquires MoneyGuidePro for ...
Envestnet acquires MoneyGuidePro for $500 million, plus $30 million in retention bonuses. Bergman cites owning the 'code base' as key to the acquisition. Acquisition supports Envestnet's push into ...
ORLANDO, Fla.--(BUSINESS WIRE)--eMoney Advisor ("eMoney"), a leading provider of advanced wealth-planning solutions for financial advisors, today announced the integration of MoneyGuidePro’s ...
CHICAGO, Oct. 20, 2016 /PRNewswire/ -- Envestnet | Tamarac (www.envestnet.com/tamarac) has rolled out a two-way integration with MoneyGuidePro ® as part of its ...
POWHATAN, Va. (PRWEB) February 07, 2018 - Today, at the T3 Advisor Conference in Ft. Lauderdale, Florida, MoneyGuidePro® and MX® announced a new partnership designed to help consumers actively manage ...
MoneyGuidePro and eMoney have tried this integration before, after eMoney's founder and former chief executive Edmond Walters announced in February the company would be integrating with 28 other ...
Scottrade Advisor Services, a provider of custodial and institutional trading services for independent registered investment advisors (RIAs), announced it has signed an enterprise agreement with ...
The latest update to the MoneyGuidePro software is a direct response to the Department of Labor’s final fiduciary rule. PIEtech released the fourth generation of MoneyGuidePro to help financial ...
PIEtech recently launched the fifth generation of MoneyGuidePro software, an update that includes improved forecasting calculation tools that will benefit an aging client population. Processing ...
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