financial-advisers
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Jud Bergman and the advantage of being human
He left Nuveen with an idea for helping independent advisers compete. Over twenty years at Envestnet, Jud Bergman kept returning to a surprisingly personal question: what should a machine leave us free to do?
Centricity keeps the human in wealthtech
The former private bankers behind Centricity are giving independent advisers a bigger toolkit and wealthy families a clearer view. Their bet: better software can make a relationship business travel further.
FE fundinfo and the business of getting the numbers straight
Before a fund reaches an investor, its data has a lot of travelling to do. FE fundinfo has built a business around making sure the same facts survive the trip.
Valuefy wants to end wealth management’s spreadsheet relay
The wealth technology company grew out of portfolio analytics. Its bigger bet is that advisers can do better work when the client, the trade and the back office share the same numbers.