RIABiz

It took years to woo Bob Curtis to sell MoneyGuidePro but what Envestnet gets for its patience seem plenty worth it -- for both

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 ...
RIABiz

A perfect storm of factors -- including 'code' and 'annuities' -- made Jud Bergman pay Bob Curtis $500 million for MoneyGuidePro, plus $30 million to keep the MGP crew around a ...

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 ...
WealthManagement.com

PIEtech Unveils Slimmed-Down Version of MoneyGuidePro

Building on the late-summer launch of MoneyGuidePro’s G5 enhancements, including a health insurance estimate tool, parent company PIEtech is releasing two new versions of its flagship product. Called ...
Financial Advisor

PIE Technologies To Debut New MoneyGuidePro

PIE Technologies, Inc., developer of the MoneyGuidePro goal-focused financial planning software package, said it expects to release a comprehensive upgrade on or about September 1. Dubbed MGP: G2 (The ...
Insurancenewsnet.com

Scottrade Advisor Services Rolls Out Special Promotion on MoneyGuidePro

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 ...
InvestmentNews

Interactive Advisory Software partners with MoneyGuidePro

One of the most popular goal-based financial planning products available for advisers, MoneyGuidePro, has been integrated with Interactive Advisory Software Inc., a comprehensive, cash-flow based ...