Articles tagged "Chris Shutler"
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New TD Ameritrade CEO, fresh from bank, will 'reassess' putting TD brand on products and redefining open architecture
Tim Hockey, poised to meet advisors in San Diego next week, allows that RIA business is a 'real gem' but may also be priming the pump to put more proprietary products on the shelves at 600 TD and Scottrade branches
January 26, 2017 at 11:05 PM
With Envestnet shares deeply depressed, analysts cut Jud Bergman little slack on 4Q earnings call
WIth a not-yet-integrated Yodlee, trouble with a big client, Lori Hardwick's departure and a recent history of muddy communication, CEO Jud Bergman worked hard to reassure
February 29, 2016 at 6:09 PM
5 things Envestnet is doing to grow even faster than most of its clients
The outsourcer boasts year-over-year quarterly revenue growth of 43% by adding advisors and what it sells to them
