Tamarac Is Fixing Advisors' Software Pet Peeves
Envestnet | Tamarac is working hard to reduce the number of clicks it takes to get something done, Chief Technology Officer Brandon Rembe said.
The Real Factor Behind Active-Fund Outflows
"There's no universal case against active and there's no universal case for passive," according to Chris Tidmore, senior investment strategist for Vanguard Investment Strategy Group.
What to Expect From the Bond Market
Bonds can solve a problem or create one, according to Paul Matlack of Delaware Funds Macquarie Investment Management.
Bionic Advisors: Envestnet and the Kasparov Principle
If you want to outmatch both robos and humans alone, think like chess champion Garry Kasparov, Envestnet CEO Jud Bergman says.
These Are the 2017 SMA Managers of the Year
Investment Advisor and Envestnet | PMC announced the winners of the 2017 SMA Managers of the Year at the Envestnet Advisor Summit in Dallas on Wednesday.
Envestnet Launches Enhanced Analytics Tool
The expanded offerings give advisors rich business intelligence insights.
How Advisors Can Help Clients Age in Place
As clients age, staying in their homes may require significant upgrades.
How to Avoid Extra Taxes When Clients Avoid Marriage
In the past, financial planning for unmarried couples has largely focused on LGBT couples. The decision in Obergefell v. Hodges allowed same-sex couples to have their marriages recognized by the states, but advisors may find some of their clients, gay or straight, prefer to stay unmarried for various reasons.
The 2017 IA 25 Readers’ Choice
This year, we asked readers to weigh in on the most influential people in the advisory industry.
Alts Platform iCapital Opens to Accredited Investors: Tech Roundup
Alternative investment provider iCapital Network is expanding access to its online investment platform to accredited investors in addition to qualified purchasers.