Jud Bergman

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  Jud Bergman: The 2013 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 3, 2013

  Envestnet began as a turnkey asset management provider, where it remains a leader punctuated by its announced acquisition in mid-April of Prudential’s Wealth Management Solutions, with its $12 billion in assets.

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  6 Attributes of Business Pioneers: Envestnet’s Bergman

  By John Sullivan, AdvisorOne  |  May 1, 2013

  Members of Envestnet’s senior management kicked off the firm’s advisor summit in Chicago on Wednesday with an inspirational session on the characteristics of pioneers.

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  The 2013 IA 25 Special Report

  By Editorial Staff  |  April 29, 2013

  With the 2013 IA 25, our 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Crossing Paths: The 2013 IA 25

  By Editorial Staff  |  April 29, 2013

  With Investment Advisor's 13th annual list of the most influential individuals in and around the advisor business, we decided to do something different.

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  Envestnet to Acquire Prudential Bank Wealth Management Unit

  By James J. Green, AdvisorOne  |  April 12, 2013

  The deal will solidify ENV’s presence in the bank channel, CEO Jud Bergman says. The $10 million-plus acquisition adds scale to its platform.

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  Envestnet Brings Holistic Wealth Management Platform to Symetra

  By Joyce Hanson, AdvisorOne  |  November 5, 2012

  Envestnet co-founder Jim Lumberg says the ability to see held-away client assets is a business-building opportunity for advisors.

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  Schwab, Envestnet Join Forces in Data Integration Deal

  By Joyce Hanson, AdvisorOne  |  May 18, 2012

  Advisors using the solution will see “dramatic gains” in their ability to serve clients and scale businesses more profitably, said Stuart DePina, group president of Envestnet | Tamarac.

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  Jud Bergman: The 2012 IA 25 Extended Profile

  By James J. Green, AdvisorOne  |  May 18, 2012

  Our cover story profile of Envestnet in June 2011 suggested that the company stood squarely at the crossroads of the main issues facing advisors today.

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  Jud Bergman’s 4 New Rules for Advisors That Supplant the Old

  By James J. Green, AdvisorOne  |  May 3, 2012

  At revived Advisor Summit, Envestnet CEO speaks of how the rules have changed for advisors.

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  The 2012 IA 25

  By Editorial Staff  |  April 24, 2012

  Some people ride a wave and some people, like the honorees of the 10th annual IA 25, create a wave.