DIRS.INFO top alerts submit data jurnalism about API
login
Top related persons:
Dana D’Auria - 4 Envestnet - 4 Envestnet's Dana D’Auria - 2 Victoria Greene - 2 Envestnet's Dana D'Auria Scott Wren - 1 Goldman Sachs - 1 Ben Snider Ben Snider - 1 Belden - 1
Top related locs:
Fargo Corning Wells Fargo New York City
Top related orgs:
Envestnet - 2 G Squared Private Wealth Management - 2 Fargo Investment Institute - 1 CNBC Pro - 1 Western - 1 Skyworks - 1 Wall Street - 1 Oracle - 1

Search resuls for: "Envestnet"


15 mentions found


☆ Earnings are holding the market up right now, says Envestnet's Dana D'Auria
  + stars: | 2024-05-10 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailEarnings are holding the market up right now, says Envestnet's Dana D'AuriaScott Wren, Wells Fargo Investment Institute senior global market strategist, and Dana D’Auria, Envestnet co-CIO, joins 'Closing Bell Overtime' to talk the day's market action.
Persons: Envestnet's Dana D'Auria Scott Wren, Dana D’Auria, Envestnet Organizations: Fargo Investment Institute Locations: Fargo
☆ Improving earnings growth helping market rally broaden, says Goldman Sachs' Ben Snider
  + stars: | 2024-04-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailImproving earnings growth helping market rally broaden, says Goldman Sachs' Ben SniderBen Snider, Goldman Sachs senior strategist, and Dana D’Auria, Envestnet Co-CIO, join 'Closing Bell Overtime' to talk the day's market action.
Persons: Goldman Sachs, Ben Snider Ben Snider, Dana D’Auria, Envestnet
☆ These hidden gem tech stocks are still cheap and expected to do well going forward
  + stars: | 2024-03-13 | by ( Yun Li Christopher Hayes | Yun Li | Christopher Hayes | ) www.cnbc.com   time to read: +1 min
Technology stocks have been driving the market's rally to record highs, but there are still a number of hidden-gem cheap names in the sector for investors to take advantage of. That is, we sought to find stocks that are cheaper than their peers based on their stock price relative to their future earnings power. Chipmakers have been riding on the tailwind of the enthusiasm of artificial intelligence, and Wall Street analysts still think these two stocks have significant upside ahead. The database software stock surged 12% Tuesday after fiscal fourth-quarter results topped analysts' earnings estimates. Investors might also want to take a closer look at First Solar, according to the screen.
Persons: Belden, TD Organizations: CNBC Pro, Western, Skyworks, Wall Street, Oracle Locations: Corning
☆ Bitcoin ETFs brought a 'tsunami of interest' into crypto, says Envestnet's Dana D'Aurio
  + stars: | 2024-03-08 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBitcoin ETFs brought a 'tsunami of interest' into crypto, says Envestnet's Dana D'AurioDana D’Aurio, Envestnet Co-CIO and Tracie McMillion, Wells Fargo Head of Global Asset Allocation Strategy, joins 'Closing Bell Overtime' to talk the day's market action.
Persons: Envestnet's Dana D'Aurio Dana D’Aurio, Envestnet, Tracie McMillion Organizations: Wells, Global Locations: Wells Fargo
☆ S&P 500 eclipses 5,000 for the first time—but you'd be smart to ignore the headlines, says CFP
  + stars: | 2024-02-09 | by ( Ryan Ermey | ) www.cnbc.com   time to read: +1 min
The S&P 500 index closed above 5,000 for the first time on Friday, with investors showing continued optimism about cooling inflation, strong earnings and a resilient economy. Aside from being a big, round number, 5,000 isn't a particularly important threshold for the broad U.S. stock market barometer in and of itself. Financial pros say you'd be wise to avoid making any wholesale changes to your strategy based on short-term moves in the stock market. "Investors in general, but especially younger investors, should ignore the headlines about all-time highs in the S&P 500," says Kevin Brady, a certified financial planner at Wealthspire Advisors in New York City. Because they are not uncommon, meaning all-time highs more often than not lead to further all-time highs in short order."
Persons: we're, Dana D'Auria, Kevin Brady Organizations: CNBC, Wealthspire Advisors Locations: New York City
☆ Fed has done a nice job decreasing job openings without increasing layoffs: Envestnet’s Dana D’Auria
  + stars: | 2023-09-01 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailFed has done a nice job decreasing job openings without increasing layoffs: Envestnet’s Dana D’AuriaTim Simons, Jefferies U.S. economist, and Dana D’Auria, Envestnet PMG co-CIO, join 'Squawk Box' to preview the August jobs report, the impact on markets and the Fed's rate hike decision, and more.
Persons: Envestnet’s Dana D’Auria Tim Simons, Dana D’Auria, Envestnet PMG Organizations: Fed, Jefferies U.S
☆ Leaning defensively is a good place to be, says Envestnet's Dana D’Auria on the current market
  + stars: | 2023-08-17 | by ( ) www.cnbc.com   time to read: 1 min
In this videoShare Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailLeaning defensively is a good place to be, says Envestnet's Dana D’Auria on the current marketAdam Crisafulli, Vital Knowledge founder and Dana D’Auria, Envestnet co-CIO, join 'Closing Bell Overtime' to talk the day's market action, earnings results, economic headwinds and more.
Persons: Envestnet's Dana D’Auria, Adam Crisafulli, Dana D’Auria, Envestnet Organizations: Vital Knowledge
☆ Get into value lower priced stocks, says Envestnet's Dana D'Auria
  + stars: | 2023-06-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailGet into value lower priced stocks, says Envestnet's Dana D'AuriaDana D'Auria, co-CIO at Envestnet, and Victoria Greene, founding partner & chief investment officer at G Squared Private Wealth Management, join 'Closing Bell: Overtime' to discuss this week in markets and preview what to expect next week's big market moves.
Persons: Envestnet's Dana D'Auria Dana D'Auria, Victoria Greene Organizations: Envestnet, G Squared Private Wealth Management
☆ Watch CNBC’s full interview with Envestnet's Dana D’Auria and G Squared's Victoria Greene
  + stars: | 2023-06-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailWatch CNBC’s full interview with Envestnet's Dana D’Auria and G Squared's Victoria GreeneDana D'Auria, co-CIO at Envestnet, and Victoria Greene, founding partner & chief investment officer at G Squared Private Wealth Management, join 'Closing Bell: Overtime' to discuss this week in markets and preview what to expect next week's big market moves.
Persons: Envestnet's Dana D’Auria, Victoria Greene Dana D'Auria, Victoria Greene Organizations: Envestnet, G Squared Private Wealth Management
☆ Envestnet names three new directors, ends board fight with Impactive Capital
  + stars: | 2023-03-28 | by ( Svea Herbst-Bayliss | ) www.reuters.com   time to read: +2 min
Longtime banking executive Barbara Turner, veteran board member Wendy Lane and Lauren Taylor Wolfe, the co-founder of Impactive Capital, joined the board in the last days. Envestnet, which provides technology and automation software for financial advisors and banks, also said it will suggest that all of its directors stand for election every year. "These appointments were informed by Envestnet's ongoing dialogue with shareholders as we continue to execute on our strategic plan to deliver enhanced value to shareholders," James Fox, Envestnet board chairman, said in a statement. Impactive, founded by veteran investors Taylor Wolfe and Christian Asmar, owns a 7.5% stake in Envestnet and in January nominated four director candidates to the board. Impactive blamed poor profit margins and capital allocation for Envestnet's underperformance and said its management and board directors were overpaid.
☆ A tilt towards value and quality stocks will be better in the long run: Envestnet's Dana D'Auria
  + stars: | 2023-03-09 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailA tilt towards value and quality stocks will be better in the long run: Envestnet's Dana D'AuriaDana D'Auria, Envestnet PMC co-CIO, joins 'Squawk Box' to discuss how investors treat the stock and bond markets, whether investors should accept risks, and more.
☆ Impactive Capital nominates four directors to Envestnet's board
  + stars: | 2023-01-04 | by ( Anirban Sen | ) www.reuters.com   time to read: +2 min
Impactive Capital, which holds a 7.5% stake in Envestnet, nominated two men and two women, including its co-founder Lauren Taylor Wolfe, to Envestnet's board. Impactive Capital said it unveiled the challenge to Envestnet after its attempt to negotiate just one spot on the company's board for Wolfe was unsuccessful. In its statement, Impactive Capital cited poor profit margins and bad capital allocation among the reasons for Envestnet's underperformance. It also said Envestnet's management and board directors were overpaid and that the company should improve its corporate governance by putting all of its directors up for election every year. Impactive Capital, which was founded by Taylor Wolfe and Christian Asmar, oversees $2.7 billion in assets.
☆ Impactive Capital takes an unprecedented step to seek change at Envestnet. This is what could happen next
  + stars: | 2022-11-19 | by ( Kenneth Squire | ) www.cnbc.com   time to read: +5 min
Activist Commentary: Impactive Capital is an activist hedge fund founded in 2018 by Lauren Taylor Wolfe and Christian Alejandro Asmar. Impactive wants board representation to get Envestnet to better align pay for performance, refocus on capital allocation and bolster long-term shareholder value. Anyone with any understanding of Impactive, Envestnet's performance and the incumbent board would know that Impactive is sure to get at least one board seat in a proxy fight. Impactive offered one of eight with no incumbent losing a board seat. Squire is also the creator of the AESG™ investment category, an activist investment style focused on improving ESG practices of portfolio companies.
☆ EXCLUSIVE Activist Impactive eyes proxy fight at Envestnet amid sluggish stock price
  + stars: | 2022-11-15 | by ( Svea Herbst-Bayliss | ) www.reuters.com   time to read: +3 min
Impactive is now ratcheting up the pressure on Envestnet, which provides technology and automation software for financial advisors and banks. In a letter to the board, seen by Reuters, Impactive wrote it sees "no choice but to consider nominating a slate of directors" to help correct a string of failures, including a sluggish share price. Impactive criticized the board for failing to evaluate what the returns would be on the spending. But Envestnet roundly rejected Impactive's earlier suggestions that Wolfe join its board, saying she is "not a good fit." Impactive disagrees and wrote that its record on boards has spanned years and "led to over 30% annualized returns for Impactive."
☆ Bonds and equities are both losers in stagflation, says Komal Sri-Kumar
  + stars: | 2022-09-23 | by ( ) www.cnbc.com   time to read: 1 min
Share Share Article via Facebook Share Article via Twitter Share Article via LinkedIn Share Article via EmailBonds and equities are both losers in stagflation, says Komal Sri-KumarDana D'Auria, Co-CIO at Envestnet, and Komal Sri-Kumar, president of Sri-Kumar Global Strategies, join CNBC's 'Squawk Box' to discuss what's causing stocks to slide ahead of the market open on Friday.
0 next >>
Total: 15