OCC guidance on data sharing could stifle innovation, fintechs say


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.


JPMorgan Chase signs data sharing agreement with Envestnet Yodlee


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


Yodlee accused of stealing credit tech


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


Envestnet adding lending option to its wealth services


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.


Yodlee acquires conversational AI startup


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


Making business analytics as easy to use as a smartphone


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.


The rise of the model marketplace (full session)


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.


Why third-party modeling is in its early stages


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


Yodlee’s data ambitions grow with AI tools and millennial apps


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


Is Envestnet’s market dominance also its weakness?


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