Envestnet

The agency's recent update to its guidelines for banks on working with data aggregators and other third parties was not extreme, but some critics say its heavy emphasis on security could be a setback for open banking.

The largest U.S. bank will share data through application programming interfaces with a sometimes-controversial data aggregator.

FinApps has filed a lawsuit that claims the data aggregator swiped its proprietary credit risk software while the two did business together.

The technology provider to financial advisers is partnering with Advisor Credit Exchange to help them connect their clients with banks and nonbanks for consumer and business loans.

The data aggregator has purchased Abe AI and plans to use the artificial intelligence firm's technology in a host of applications.

Envestnet|Yodlee wants accessing data to be as simple as selecting a song to play, while bringing institutional analytic power to the bank branch level.

Panelists: Hollie Fagan, Managing Director, BlackRock; Estee Jimerson, Managing Director – Head of Asset Manager Distribution & Engagement, Envestnet; Kunal Kapoor, CFA, Chief Executive Officer, Morningstar; Natalie Wolfsen, EVP and Chief Solutions Officer, AssetMark.

Envestnet sees asset management as poised for major changes as broker-dealers move to fee-based business.

Envestnet's aggregator rolls out PFM features meant to appeal to younger clients — and links to Alexa.

The technology platform powerhouse is betting on integration, but competitors eye disruption.